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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 | $10,839 | $51,283-78.9% | $95,728-88.7% | $71,495-84.8% |
| Participation rate | 60.8% | 63.1%-2.3pp | 72.3%-11.5pp | 67.9%-7.2pp |
| Annual return | 23.09% | 25.25%-2.2pp | 28.40%-5.3pp | 28.85%-5.8pp |
| Employer contribution / active EE | $1,487 | $1,817-18.2% | $2,835-47.5% | $2,589-42.6% |
| Participant deferral / active EE | $1,938 | $3,365-42.4% | $4,245-54.3% | $4,291-54.8% |
| Admin fee / account holder | $1,356 | $1,135+19.4% | $5,673-76.1% | $1,588-14.6% |