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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 | $20,173 | $65,246-69.1% | $98,716-79.6% | $67,986-70.3% |
| Participation rate | 53.1% | 51.4%+1.7pp | 69.3%-16.2pp | 57.2%-4.1pp |
| Annual return | 14.17% | 20.58%-6.4pp | 31.81%-17.6pp | 31.67%-17.5pp |
| Employer contribution / active EE | $748 | $1,042-28.2% | $2,279-67.2% | $2,019-62.9% |
| Participant deferral / active EE | $2,173 | $2,594-16.2% | $4,048-46.3% | $3,358-35.3% |
| Admin fee / account holder | $5,054 | $4,561+10.8% | $8,703-41.9% | $3,203+57.8% |