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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 | $12,539 | $93,010-86.5% | $96,538-87.0% | $74,473-83.2% |
| Participation rate | 24.2% | 71.6%-47.3pp | 74.3%-50.1pp | 70.7%-46.5pp |
| Annual return | 14.74% | 37.50%-22.8pp | 35.74%-21.0pp | 34.36%-19.6pp |
| Employer contribution / active EE | $776 | $3,427-77.4% | $3,740-79.2% | $2,638-70.6% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1,765 | $633+178.6% | $6,737-73.8% | $347+408.5% |