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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 | $106,212-81.6% | $98,090-80.1% | $71,012-72.5% |
| Participation rate | 67.5% | 76.8%-9.2pp | 81.5%-14.0pp | 58.6%+9.0pp |
| Annual return | 21.58% | 19.33%+2.2pp | 37.05%-15.5pp | 37.67%-16.1pp |
| Employer contribution / active EE | $1,958 | $3,373-41.9% | $3,606-45.7% | $2,348-16.6% |
| Participant deferral / active EE | $4,215 | $8,077-47.8% | $7,845-46.3% | $3,246+29.9% |
| Admin fee / account holder | $485 | $357+36.2% | $11,815-95.9% | $1,167-58.4% |