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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 | $79,209-64.3% | $102,434-72.4% | $74,459-62.0% |
| Participation rate | 63.9% | 74.8%-10.9pp | 76.5%-12.6pp | 67.2%-3.3pp |
| Annual return | 33.22% | 54.98%-21.8pp | 29.46%+3.8pp | 1369.70%-1336.5pp |
| Employer contribution / active EE | $2,653 | $2,362+12.3% | $3,023-12.3% | $2,626+1.0% |
| Participant deferral / active EE | $4,655 | $4,417+5.4% | $5,055-7.9% | $4,350+7.0% |
| Admin fee / account holder | $1,200 | $2,002-40.0% | $9,462-87.3% | $1,945-38.3% |