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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 | $11,823 | $62,541-81.1% | $129,406-90.9% | $200,096-94.1% |
| Participation rate | 7.2% | 56.8%-49.6pp | 69.6%-62.5pp | 72.0%-64.8pp |
| Annual return | 181.53% | 16.95%+164.6pp | 9468.18%-9286.6pp | 34.26%+147.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,155-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $405 | $3,123-87.0% | $4,167-90.3% | $5,090-92.1% |
| Admin fee / account holder | $468 | $167+180.7% | $7,689-93.9% | $269+74.0% |