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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 | $15,788 | $62,166-74.6% | $81,353-80.6% | $74,459-78.8% |
| Participation rate | 51.0% | 64.1%-13.1pp | 69.5%-18.5pp | 67.2%-16.2pp |
| Annual return | 24.67% | 16.50%+8.2pp | 24.82%-0.1pp | 1369.70%-1345.0pp |
| Employer contribution / active EE | $639 | $1,881-66.0% | $2,464-74.0% | $2,626-75.6% |
| Participant deferral / active EE | $1,569 | $3,223-51.3% | $3,885-59.6% | $4,350-63.9% |
| Admin fee / account holder | $811 | $1,925-57.9% | $5,766-85.9% | $1,945-58.3% |