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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 | $23,520 | $80,731-70.9% | $103,378-77.2% | $74,400-68.4% |
| Participation rate | 63.5% | 65.7%-2.2pp | 74.5%-11.0pp | 67.2%-3.7pp |
| Annual return | 14.14% | 27.56%-13.4pp | 24.91%-10.8pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $3,968 | $3,159+25.6% | $3,870+2.5% | $2,624+51.2% |
| Participant deferral / active EE | $2,302 | $3,862-40.4% | $5,058-54.5% | $4,348-47.1% |
| Admin fee / account holder | $2,291 | $2,369-3.3% | $8,401-72.7% | $1,944+17.9% |