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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 | $20,466 | $62,409-67.2% | $120,574-83.0% | $74,459-72.5% |
| Participation rate | 45.3% | 56.8%-11.5pp | 71.9%-26.7pp | 67.2%-21.9pp |
| Annual return | 13.69% | 18.62%-4.9pp | 107.42%-93.7pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $907 | $1,847-50.9% | $3,471-73.9% | $2,626-65.4% |
| Participant deferral / active EE | $1,531 | $2,888-47.0% | $4,996-69.4% | $4,350-64.8% |
| Admin fee / account holder | $958 | $2,394-60.0% | $9,445-89.9% | $1,945-50.7% |