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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 | $26,571 | $86,940-69.4% | $102,434-74.1% | $80,935-67.2% |
| Participation rate | 67.7% | 72.4%-4.7pp | 76.5%-8.8pp | 67.7%0pp |
| Annual return | 10.94% | 18.89%-8.0pp | 29.46%-18.5pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,024 | $2,370-56.8% | $3,023-66.1% | $2,757-62.8% |
| Participant deferral / active EE | $2,319 | $4,121-43.7% | $5,055-54.1% | $4,299-46.1% |
| Admin fee / account holder | $931 | $8,047-88.4% | $9,462-90.2% | $6,924-86.6% |