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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 | $7,911 | $33,067-76.1% | $76,518-89.7% | $56,289-85.9% |
| Participation rate | 62.3% | 55.4%+6.9pp | 68.0%-5.7pp | 69.9%-7.5pp |
| Annual return | -2.51% | 2.72%-5.2pp | -0.27%-2.2pp | -9.96%+7.4pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,639 | $2,240+107.1% | $3,836+20.9% | $3,350+38.5% |
| Admin fee / account holder | $681 | $537+26.9% | $4,849-85.9% | $521+30.8% |