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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 | $11,346 | $58,099-80.5% | $76,902-85.2% | $75,177-84.9% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 14.79% | 26.71%-11.9pp | 37.91%-23.1pp | 160.75%-146.0pp |
| Employer contribution / active EE | $597 | $1,996-70.1% | $2,534-76.5% | $2,671-77.7% |
| Participant deferral / active EE | $1,452 | $2,999-51.6% | $3,833-62.1% | $4,126-64.8% |
| Admin fee / account holder | $1,168 | $4,778-75.6% | $5,479-78.7% | $5,651-79.3% |