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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 | $41,016-79.1% | $152,093-94.4% | $64,097-86.6% |
| Participation rate | 50.3% | 51.3%-1.0pp | 77.8%-27.4pp | 55.2%-4.9pp |
| Annual return | 40.61% | 39.60%+1.0pp | 66.36%-25.7pp | 34.64%+6.0pp |
| Employer contribution / active EE | $1,420 | $1,342+5.8% | $4,175-66.0% | $1,891-24.9% |
| Participant deferral / active EE | $1,622 | $1,927-15.9% | $5,451-70.3% | $3,080-47.4% |
| Admin fee / account holder | $507 | $2,305-78.0% | $14,497-96.5% | $3,454-85.3% |