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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 | $8,588 | $43,749-80.4% | $158,223-94.6% | $65,306-86.8% |
| Participation rate | 50.3% | 56.9%-6.6pp | 79.2%-28.9pp | 57.7%-7.3pp |
| Annual return | 40.61% | 19.41%+21.2pp | 52.09%-11.5pp | 21.94%+18.7pp |
| Employer contribution / active EE | $1,420 | $1,497-5.2% | $4,109-65.4% | $1,967-27.8% |
| Participant deferral / active EE | $1,622 | $2,019-19.7% | $5,467-70.3% | $2,959-45.2% |
| Admin fee / account holder | $507 | $1,930-73.7% | $16,047-96.8% | $3,480-85.4% |