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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 | $13,922 | $89,241-84.4% | $134,172-89.6% | $79,634-82.5% |
| Participation rate | 16.7% | 47.1%-30.4pp | 72.5%-55.8pp | 62.5%-45.8pp |
| Annual return | 18.59% | 16.69%+1.9pp | 25.30%-6.7pp | 36.46%-17.9pp |
| Employer contribution / active EE | $265 | $1,634-83.8% | $3,420-92.2% | $2,529-89.5% |
| Participant deferral / active EE | $912 | $2,288-60.1% | $4,690-80.6% | $3,835-76.2% |
| Admin fee / account holder | $1,812 | $1,359+33.4% | $12,016-84.9% | $1,002+80.9% |