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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 | $1,199 | $112,596-98.9% | $152,301-99.2% | $64,728-98.1% |
| Participation rate | 23.3% | 63.6%-40.3pp | 82.4%-59.2pp | 57.9%-34.6pp |
| Annual return | 36.91% | 23.76%+13.2pp | 80.50%-43.6pp | 49.38%-12.5pp |
| Employer contribution / active EE | $185 | $3,716-95.0% | $4,624-96.0% | $2,243-91.8% |
| Participant deferral / active EE | $238 | $6,075-96.1% | $8,004-97.0% | $2,729-91.3% |
| Admin fee / account holder | $407 | $996-59.2% | $14,398-97.2% | $1,145-64.5% |