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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 | $7,515 | $75,058-90.0% | $152,301-95.1% | $64,340-88.3% |
| Participation rate | 67.3% | 60.9%+6.4pp | 82.4%-15.1pp | 55.2%+12.1pp |
| Annual return | 37.29% | 29.93%+7.4pp | 80.50%-43.2pp | 24.14%+13.1pp |
| Employer contribution / active EE | $1,334 | $2,605-48.8% | $4,624-71.2% | $1,862-28.4% |
| Participant deferral / active EE | $1,941 | $5,041-61.5% | $8,004-75.8% | $2,980-34.9% |
| Admin fee / account holder | $431 | $4,050-89.4% | $14,398-97.0% | $3,703-88.4% |