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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 | $127,689-99.1% | $146,866-99.2% | $65,191-98.2% |
| Participation rate | 23.3% | 68.4%-45.1pp | 82.5%-59.2pp | 63.0%-39.7pp |
| Annual return | 36.91% | 22.89%+14.0pp | 102.85%-65.9pp | 51.24%-14.3pp |
| Employer contribution / active EE | $185 | $4,150-95.6% | $4,425-95.8% | $2,400-92.3% |
| Participant deferral / active EE | $238 | $6,458-96.3% | $7,759-96.9% | $2,671-91.1% |
| Admin fee / account holder | $407 | $1,041-60.9% | $13,620-97.0% | $907-55.1% |