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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 | $19,509 | $107,741-81.9% | $96,576-79.8% | $79,634-75.5% |
| Participation rate | 67.5% | 79.1%-11.5pp | 81.4%-13.9pp | 62.5%+5.1pp |
| Annual return | 21.58% | 19.24%+2.3pp | 38.47%-16.9pp | 36.46%-14.9pp |
| Employer contribution / active EE | $1,958 | $2,991-34.5% | $3,553-44.9% | $2,529-22.6% |
| Participant deferral / active EE | $4,215 | $7,899-46.6% | $7,956-47.0% | $3,835+9.9% |
| Admin fee / account holder | $485 | $1,150-57.8% | $11,381-95.7% | $1,002-51.6% |