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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 | $13,749 | $80,332-82.9% | $107,187-87.2% | $64,097-78.5% |
| Participation rate | 60.5% | 54.4%+6.1pp | 75.0%-14.5pp | 55.2%+5.3pp |
| Annual return | 21.84% | 24.26%-2.4pp | 204.55%-182.7pp | 34.64%-12.8pp |
| Employer contribution / active EE | $2,165 | $2,501-13.4% | $3,782-42.8% | $1,891+14.4% |
| Participant deferral / active EE | $3,752 | $3,109+20.7% | $5,096-26.4% | $3,080+21.8% |
| Admin fee / account holder | $2,891 | $4,314-33.0% | $9,162-68.4% | $3,454-16.3% |