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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 | $17,688 | $80,731-78.1% | $103,378-82.9% | $74,400-76.2% |
| Participation rate | 48.0% | 65.7%-17.7pp | 74.5%-26.5pp | 67.2%-19.2pp |
| Annual return | 14.13% | 27.56%-13.4pp | 24.91%-10.8pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $1,544 | $3,159-51.1% | $3,870-60.1% | $2,624-41.2% |
| Participant deferral / active EE | $2,422 | $3,862-37.3% | $5,058-52.1% | $4,348-44.3% |
| Admin fee / account holder | $3,171 | $2,369+33.8% | $8,401-62.2% | $1,944+63.2% |