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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,946 | $65,582-69.6% | $64,101-68.9% | $71,511-72.1% |
| Participation rate | 67.3% | 73.2%-5.9pp | 72.3%-5.0pp | 67.9%-0.6pp |
| Annual return | 27.66% | 18.96%+8.7pp | 33.72%-6.1pp | 28.86%-1.2pp |
| Employer contribution / active EE | $983 | $2,671-63.2% | $2,749-64.2% | $2,589-62.0% |
| Participant deferral / active EE | $2,824 | $3,628-22.2% | $3,881-27.2% | $4,291-34.2% |
| Admin fee / account holder | $332 | $616-46.1% | $3,070-89.2% | $1,588-79.1% |