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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 | $3,660 | $48,432-92.4% | $121,210-97.0% | $71,529-94.9% |
| Participation rate | 47.0% | 54.3%-7.3pp | 69.5%-22.5pp | 67.9%-20.9pp |
| Annual return | 18.35% | 23.28%-4.9pp | 987.41%-969.1pp | 28.97%-10.6pp |
| Employer contribution / active EE | $426 | $1,493-71.5% | $4,171-89.8% | $2,590-83.6% |
| Participant deferral / active EE | $364 | $2,756-86.8% | $4,084-91.1% | $4,291-91.5% |
| Admin fee / account holder | $347 | $1,845-81.2% | $5,647-93.9% | $1,588-78.2% |