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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,851 | $90,170-84.6% | $150,734-90.8% | $69,733-80.1% |
| Participation rate | 49.2% | 60.2%-11.0pp | 78.4%-29.2pp | 62.5%-13.2pp |
| Annual return | 17.67% | 16.56%+1.1pp | 600.81%-583.1pp | 15.22%+2.5pp |
| Employer contribution / active EE | $430 | $3,428-87.5% | $4,918-91.3% | $2,250-80.9% |
| Participant deferral / active EE | $1,493 | $3,086-51.6% | $5,610-73.4% | $3,054-51.1% |
| Admin fee / account holder | $1,159 | $4,600-74.8% | $14,905-92.2% | $3,102-62.7% |