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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 | $9,563 | $38,969-75.5% | $109,313-91.3% | $55,167-82.7% |
| Participation rate | 65.2% | 58.2%+7.0pp | 71.3%-6.0pp | 69.0%-3.8pp |
| Annual return | 30.79% | 8.26%+22.5pp | 22.07%+8.7pp | 169.23%-138.4pp |
| Employer contribution / active EE | $1,187 | $1,227-3.2% | $3,892-69.5% | $1,963-39.5% |
| Participant deferral / active EE | $3,070 | $2,176+41.1% | $3,166-3.1% | $3,054+0.5% |
| Admin fee / account holder | $343 | $501-31.5% | $5,666-93.9% | $504-31.9% |