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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 | $11,805 | $46,688-74.7% | $189,758-93.8% | $69,733-83.1% |
| Participation rate | 58.6% | 61.7%-3.1pp | 79.8%-21.2pp | 62.5%-3.9pp |
| Annual return | 15.99% | 14.35%+1.6pp | 52.62%-36.6pp | 15.22%+0.8pp |
| Employer contribution / active EE | $1 | $1,695-99.9% | $4,767-100.0% | $2,250-99.9% |
| Participant deferral / active EE | $2,975 | $2,143+38.8% | $5,856-49.2% | $3,054-2.6% |
| Admin fee / account holder | $3,705 | $1,700+117.9% | $20,388-81.8% | $3,102+19.4% |