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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 | $28,315 | $79,189-64.2% | $102,457-72.4% | $74,400-61.9% |
| Participation rate | 63.9% | 74.8%-10.9pp | 76.5%-12.6pp | 67.2%-3.3pp |
| Annual return | 33.22% | 54.98%-21.8pp | 29.41%+3.8pp | 1367.51%-1334.3pp |
| Employer contribution / active EE | $2,653 | $2,362+12.3% | $3,022-12.2% | $2,624+1.1% |
| Participant deferral / active EE | $4,655 | $4,415+5.4% | $5,054-7.9% | $4,348+7.1% |
| Admin fee / account holder | $1,200 | $2,002-40.1% | $9,451-87.3% | $1,944-38.2% |