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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 | $25,320 | $83,023-69.5% | $102,437-75.3% | $77,762-67.4% |
| Participation rate | 53.9% | 71.5%-17.6pp | 74.5%-20.6pp | 70.6%-16.7pp |
| Annual return | 18.89% | 19.12%-0.2pp | 24.95%-6.1pp | 31.27%-12.4pp |
| Employer contribution / active EE | $1,334 | $3,552-62.5% | $3,871-65.5% | $2,728-51.1% |
| Participant deferral / active EE | $2,341 | $4,110-43.0% | $5,060-53.7% | $4,651-49.7% |
| Admin fee / account holder | $903 | $639+41.4% | $8,388-89.2% | $433+108.7% |