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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 | $14,355 | $49,940-71.3% | $95,740-85.0% | $74,460-80.7% |
| Participation rate | 34.1% | 66.8%-32.7pp | 72.3%-38.2pp | 70.7%-36.6pp |
| Annual return | 24.84% | 24.92%-0.1pp | 28.41%-3.6pp | 34.38%-9.5pp |
| Employer contribution / active EE | $1,980 | $1,639+20.8% | $2,836-30.2% | $2,638-24.9% |
| Participant deferral / active EE | $1,225 | $3,753-67.3% | $4,244-71.1% | $4,530-72.9% |
| Admin fee / account holder | $315 | $300+5.1% | $5,676-94.5% | $348-9.4% |