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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $7,272 | $77,814-90.7% | $158,223-95.4% | $86,983-91.6% |
| Participation rate | 34.5% | 68.4%-33.9pp | 79.2%-44.7pp | 69.5%-35.1pp |
| Annual return | 18.04% | 30.54%-12.5pp | 52.09%-34.1pp | 25.83%-7.8pp |
| Employer contribution / active EE | $703 | $2,592-72.9% | $4,109-82.9% | $2,584-72.8% |
| Participant deferral / active EE | $914 | $3,270-72.1% | $5,467-83.3% | $4,194-78.2% |
| Admin fee / account holder | $338 | $5,879-94.3% | $16,047-97.9% | $7,856-95.7% |