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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 | $4,840 | $71,208-93.2% | $93,681-94.8% | $80,911-94.0% |
| Participation rate | 68.3% | 60.4%+7.9pp | 68.7%-0.4pp | 67.6%+0.7pp |
| Annual return | 16.83% | 11.27%+5.6pp | 133.47%-116.6pp | 35.63%-18.8pp |
| Employer contribution / active EE | $9 | $1,564-99.5% | $2,422-99.6% | $2,756-99.7% |
| Participant deferral / active EE | $3,346 | $4,035-17.1% | $4,415-24.2% | $4,297-22.1% |
| Admin fee / account holder | $1,028 | $6,951-85.2% | $8,290-87.6% | $6,935-85.2% |