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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 | $3,631 | $41,150-91.2% | $80,627-95.5% | $71,511-94.9% |
| Participation rate | 60.2% | 50.3%+9.9pp | 67.0%-6.9pp | 67.9%-7.8pp |
| Annual return | 1606.33% | 38.48%+1567.9pp | 936.76%+669.6pp | 28.86%+1577.5pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,531 | $2,701-6.3% | $4,443-43.0% | $4,291-41.0% |
| Admin fee / account holder | $988 | $1,841-46.4% | $5,381-81.6% | $1,588-37.8% |