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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 | $41,419 | $122,051-66.1% | $184,185-77.5% | $74,400-44.3% |
| Participation rate | 63.2% | 85.5%-22.3pp | 86.8%-23.7pp | 67.2%-4.1pp |
| Annual return | 23.08% | 19.91%+3.2pp | 28.81%-5.7pp | 1367.51%-1344.4pp |
| Employer contribution / active EE | $3,480 | $4,539-23.3% | $6,426-45.8% | $2,624+32.6% |
| Participant deferral / active EE | $4,794 | $7,146-32.9% | $9,132-47.5% | $4,348+10.2% |
| Admin fee / account holder | $1,587 | $1,258+26.1% | $13,909-88.6% | $1,944-18.4% |