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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 | $17,671 | $64,909-72.8% | $82,312-78.5% | $62,293-71.6% |
| Participation rate | 69.8% | 74.9%-5.1pp | 76.9%-7.1pp | 69.5%+0.3pp |
| Annual return | 25.41% | 21.18%+4.2pp | 25.88%-0.5pp | 28.90%-3.5pp |
| Employer contribution / active EE | $926 | $1,676-44.8% | $2,428-61.9% | $2,042-54.7% |
| Participant deferral / active EE | $1,945 | $3,103-37.3% | $3,706-47.5% | $3,169-38.6% |
| Admin fee / account holder | $669 | $440+52.1% | $5,608-88.1% | $479+39.5% |