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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 | $26,543 | $89,123-70.2% | $102,460-74.1% | $77,762-65.9% |
| Participation rate | 67.0% | 80.9%-13.9pp | 76.5%-9.5pp | 70.6%-3.6pp |
| Annual return | 72.13% | 25.05%+47.1pp | 29.47%+42.7pp | 31.27%+40.9pp |
| Employer contribution / active EE | $1,033 | $2,700-61.8% | $3,025-65.9% | $2,728-62.1% |
| Participant deferral / active EE | $1,719 | $5,148-66.6% | $5,056-66.0% | $4,651-63.0% |
| Admin fee / account holder | $2,995 | $236+1169.7% | $9,460-68.3% | $433+591.8% |