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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 | $83,369-83.4% | $105,223-86.8% | $67,986-79.6% |
| Participation rate | 49.2% | 56.3%-7.1pp | 75.0%-25.8pp | 57.2%-8.0pp |
| Annual return | 17.67% | 24.64%-7.0pp | 180.65%-163.0pp | 31.67%-14.0pp |
| Employer contribution / active EE | $430 | $2,541-83.1% | $3,689-88.4% | $2,019-78.7% |
| Participant deferral / active EE | $1,493 | $3,295-54.7% | $5,072-70.6% | $3,358-55.6% |
| Admin fee / account holder | $1,159 | $4,073-71.6% | $8,859-86.9% | $3,203-63.8% |