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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 | $41,417 | $122,042-66.1% | $184,260-77.5% | $74,459-44.4% |
| Participation rate | 63.2% | 85.5%-22.3pp | 86.8%-23.7pp | 67.2%-4.1pp |
| Annual return | 23.04% | 19.91%+3.1pp | 28.84%-5.8pp | 1369.70%-1346.7pp |
| Employer contribution / active EE | $3,478 | $4,537-23.4% | $6,427-45.9% | $2,626+32.4% |
| Participant deferral / active EE | $4,794 | $7,143-32.9% | $9,133-47.5% | $4,350+10.2% |
| Admin fee / account holder | $1,587 | $1,252+26.7% | $13,898-88.6% | $1,945-18.4% |