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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 | $16,297 | $80,763-79.8% | $102,412-84.1% | $74,459-78.1% |
| Participation rate | 61.2% | 65.7%-4.5pp | 74.5%-13.3pp | 67.2%-6.0pp |
| Annual return | 20.33% | 27.57%-7.2pp | 24.94%-4.6pp | 1369.70%-1349.4pp |
| Employer contribution / active EE | $1,002 | $3,160-68.3% | $3,870-74.1% | $2,626-61.8% |
| Participant deferral / active EE | $1,035 | $3,862-73.2% | $5,060-79.5% | $4,350-76.2% |
| Admin fee / account holder | $1,247 | $2,371-47.4% | $8,388-85.1% | $1,945-35.9% |