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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 | $21,592 | $67,638-68.1% | $133,346-83.8% | $69,733-69.0% |
| Participation rate | 57.7% | 54.3%+3.4pp | 72.8%-15.2pp | 62.5%-4.8pp |
| Annual return | 12.52% | 13.38%-0.9pp | 36.85%-24.3pp | 15.22%-2.7pp |
| Employer contribution / active EE | $555 | $1,177-52.9% | $2,853-80.6% | $2,250-75.3% |
| Participant deferral / active EE | $836 | $2,567-67.4% | $4,332-80.7% | $3,054-72.6% |
| Admin fee / account holder | $1,154 | $4,814-76.0% | $14,264-91.9% | $3,102-62.8% |