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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 | $25,756 | $101,653-74.7% | $147,080-82.5% | $74,459-65.4% |
| Participation rate | 32.2% | 75.6%-43.3pp | 82.2%-49.9pp | 67.2%-35.0pp |
| Annual return | 29.47% | 8754.98%-8725.5pp | 420.17%-390.7pp | 1369.70%-1340.2pp |
| Employer contribution / active EE | $955 | $3,813-74.9% | $4,933-80.6% | $2,626-63.6% |
| Participant deferral / active EE | $2,233 | $7,304-69.4% | $8,066-72.3% | $4,350-48.7% |
| Admin fee / account holder | $2,016 | $1,752+15.1% | $12,989-84.5% | $1,945+3.7% |