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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 | $80,674-82.8% | $119,126-88.4% | $64,340-78.5% |
| Participation rate | 49.2% | 55.2%-6.0pp | 75.8%-26.5pp | 55.2%-6.0pp |
| Annual return | 17.67% | 26.86%-9.2pp | 282.11%-264.4pp | 24.14%-6.5pp |
| Employer contribution / active EE | $430 | $2,564-83.2% | $4,034-89.3% | $1,862-76.9% |
| Participant deferral / active EE | $1,493 | $3,053-51.1% | $5,318-71.9% | $2,980-49.9% |
| Admin fee / account holder | $1,159 | $4,559-74.6% | $10,693-89.2% | $3,703-68.7% |