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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 | $11,703 | $55,446-78.9% | $155,574-92.5% | $74,429-84.3% |
| Participation rate | 17.1% | 61.9%-44.8pp | 78.2%-61.1pp | 67.2%-50.1pp |
| Annual return | 21.86% | 269.20%-247.3pp | 64.87%-43.0pp | 1368.38%-1346.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $627 | $2,836-77.9% | $5,629-88.9% | $4,348-85.6% |
| Admin fee / account holder | $331 | $1,743-81.0% | $15,914-97.9% | $1,944-83.0% |