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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 | $43,496-72.9% | $161,489-92.7% | $64,340-81.7% |
| Participation rate | 58.6% | 53.5%+5.1pp | 78.7%-20.1pp | 55.2%+3.3pp |
| Annual return | 15.99% | 20.76%-4.8pp | 89.72%-73.7pp | 24.14%-8.1pp |
| Employer contribution / active EE | $1 | $1,431-99.9% | $4,268-100.0% | $1,862-99.9% |
| Participant deferral / active EE | $2,975 | $1,996+49.1% | $5,630-47.2% | $2,980-0.2% |
| Admin fee / account holder | $3,705 | $2,330+59.0% | $16,006-76.9% | $3,703+0.1% |