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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 | $5,378 | $39,766-86.5% | $66,674-91.9% | $71,012-92.4% |
| Participation rate | 18.1% | 47.7%-29.5pp | 73.7%-55.5pp | 58.6%-40.4pp |
| Annual return | 15.70% | 181.39%-165.7pp | 321.24%-305.5pp | 37.67%-22.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,620-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $479 | $1,868-74.3% | $4,084-88.3% | $3,246-85.2% |
| Admin fee / account holder | $1,952 | $1,097+78.0% | $5,098-61.7% | $1,167+67.3% |