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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 | $13,366 | $79,169-83.1% | $100,415-86.7% | $74,478-82.1% |
| Participation rate | 42.6% | 79.4%-36.8pp | 81.5%-38.9pp | 67.2%-24.6pp |
| Annual return | 26.61% | 20.51%+6.1pp | 49.47%-22.9pp | 1370.56%-1343.9pp |
| Employer contribution / active EE | $1,186 | $3,017-60.7% | $3,943-69.9% | $2,626-54.8% |
| Participant deferral / active EE | $2,049 | $7,751-73.6% | $8,091-74.7% | $4,350-52.9% |
| Admin fee / account holder | $959 | $1,337-28.3% | $7,906-87.9% | $1,946-50.7% |