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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 | $11,810 | $49,940-76.4% | $95,740-87.7% | $74,460-84.1% |
| Participation rate | 18.9% | 66.8%-47.8pp | 72.3%-53.3pp | 70.7%-51.8pp |
| Annual return | 38.72% | 24.92%+13.8pp | 28.41%+10.3pp | 34.38%+4.3pp |
| Employer contribution / active EE | $160 | $1,639-90.2% | $2,836-94.4% | $2,638-93.9% |
| Participant deferral / active EE | $1,102 | $3,753-70.6% | $4,244-74.0% | $4,530-75.7% |
| Admin fee / account holder | $3,655 | $300+1119.3% | $5,676-35.6% | $348+951.0% |