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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 | $29,325 | $83,045-64.7% | $130,045-77.5% | $71,511-59.0% |
| Participation rate | 65.0% | 74.1%-9.2pp | 78.5%-13.5pp | 67.9%-3.0pp |
| Annual return | 24.37% | 20.61%+3.8pp | -137.30%+161.7pp | 28.86%-4.5pp |
| Employer contribution / active EE | $2,954 | $2,623+12.6% | $4,321-31.6% | $2,589+14.1% |
| Participant deferral / active EE | $4,001 | $4,436-9.8% | $5,820-31.2% | $4,291-6.7% |
| Admin fee / account holder | $735 | $1,727-57.4% | $10,600-93.1% | $1,588-53.7% |