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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 | $20,798 | $89,652-76.8% | $141,177-85.3% | $65,185-68.1% |
| Participation rate | 58.3% | 74.7%-16.4pp | 82.5%-24.2pp | 70.2%-11.9pp |
| Annual return | 38.22% | 32.79%+5.4pp | 71.40%-33.2pp | 29.38%+8.8pp |
| Employer contribution / active EE | $1,799 | $3,065-41.3% | $4,736-62.0% | $2,177-17.4% |
| Participant deferral / active EE | $3,568 | $5,691-37.3% | $6,710-46.8% | $3,514+1.5% |
| Admin fee / account holder | $1,199 | $569+110.9% | $10,263-88.3% | $847+41.5% |