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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 | $20,449 | $79,223-74.2% | $102,460-80.0% | $74,478-72.5% |
| Participation rate | 43.5% | 74.8%-31.3pp | 76.5%-33.0pp | 67.2%-23.7pp |
| Annual return | 13.54% | 54.98%-41.4pp | 29.47%-15.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,116 | $2,363-52.8% | $3,025-63.1% | $2,626-57.5% |
| Participant deferral / active EE | $2,172 | $4,417-50.8% | $5,056-57.0% | $4,350-50.1% |
| Admin fee / account holder | $1,294 | $2,003-35.4% | $9,460-86.3% | $1,946-33.5% |