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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 | $8,238 | $58,969-86.0% | $129,406-93.6% | $77,762-89.4% |
| Participation rate | 21.0% | 59.5%-38.4pp | 69.6%-48.6pp | 70.6%-49.5pp |
| Annual return | 25.16% | 24.78%+0.4pp | 9468.18%-9443.0pp | 31.27%-6.1pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $640 | $3,224-80.1% | $4,167-84.6% | $4,651-86.2% |
| Admin fee / account holder | $2,119 | $593+257.5% | $7,689-72.4% | $433+389.6% |