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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 | $33,692 | $102,661-67.2% | $151,628-77.8% | $66,930-49.7% |
| Participation rate | 69.8% | 85.5%-15.7pp | 87.5%-17.7pp | 69.8%0pp |
| Annual return | -9.84% | -10.81%+1.0pp | 3.34%-13.2pp | 1.57%-11.4pp |
| Employer contribution / active EE | $3,143 | $4,184-24.9% | $6,165-49.0% | $2,545+23.5% |
| Participant deferral / active EE | $7,606 | $6,645+14.5% | $8,363-9.1% | $4,238+79.5% |
| Admin fee / account holder | $3,137 | $630+397.5% | $11,613-73.0% | $593+428.6% |