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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 | $17,030 | $80,781-78.9% | $102,437-83.4% | $74,478-77.1% |
| Participation rate | 68.3% | 65.7%+2.7pp | 74.5%-6.2pp | 67.2%+1.1pp |
| Annual return | 12.41% | 27.58%-15.2pp | 24.95%-12.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $980 | $3,160-69.0% | $3,871-74.7% | $2,626-62.7% |
| Participant deferral / active EE | $1,704 | $3,862-55.9% | $5,060-66.3% | $4,350-60.8% |
| Admin fee / account holder | $1,563 | $2,372-34.1% | $8,388-81.4% | $1,946-19.7% |