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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 | $22,500 | $80,748-72.1% | $102,383-78.0% | $74,429-69.8% |
| Participation rate | 48.9% | 65.7%-16.8pp | 74.5%-25.7pp | 67.2%-18.4pp |
| Annual return | 24.64% | 27.57%-2.9pp | 24.94%-0.3pp | 1368.38%-1343.7pp |
| Employer contribution / active EE | $1,340 | $3,159-57.6% | $3,870-65.4% | $2,625-49.0% |
| Participant deferral / active EE | $2,185 | $3,861-43.4% | $5,060-56.8% | $4,348-49.8% |
| Admin fee / account holder | $1,407 | $2,371-40.7% | $8,391-83.2% | $1,944-27.7% |