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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 | $9,926 | $36,904-73.1% | $158,223-93.7% | $65,191-84.8% |
| Participation rate | 39.1% | 62.1%-23.0pp | 79.2%-40.1pp | 63.0%-23.9pp |
| Annual return | 14.15% | 24.43%-10.3pp | 52.09%-37.9pp | 51.24%-37.1pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $1,242 | $1,936-35.8% | $5,467-77.3% | $2,671-53.5% |
| Admin fee / account holder | $2,949 | $793+271.9% | $16,047-81.6% | $907+225.2% |