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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 | $25,951 | $100,061-74.1% | $120,344-78.4% | $64,728-59.9% |
| Participation rate | 37.3% | 79.8%-42.6pp | 76.7%-39.4pp | 57.9%-20.6pp |
| Annual return | 26.06% | 16.53%+9.5pp | 20.30%+5.8pp | 49.38%-23.3pp |
| Employer contribution / active EE | $1,160 | $3,112-62.7% | $3,020-61.6% | $2,243-48.3% |
| Participant deferral / active EE | $2,093 | $4,955-57.8% | $5,135-59.2% | $2,729-23.3% |
| Admin fee / account holder | $2,354 | $428+449.4% | $12,742-81.5% | $1,145+105.6% |