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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 | $19,437 | $75,183-74.1% | $123,894-84.3% | $55,167-64.8% |
| Participation rate | 63.6% | 72.8%-9.2pp | 81.4%-17.8pp | 69.0%-5.4pp |
| Annual return | 38.94% | 19.01%+19.9pp | 47.52%-8.6pp | 169.23%-130.3pp |
| Employer contribution / active EE | $2,283 | $2,823-19.1% | $4,617-50.5% | $1,963+16.4% |
| Participant deferral / active EE | $5,041 | $5,084-0.9% | $5,984-15.8% | $3,054+65.1% |
| Admin fee / account holder | $2,758 | $663+316.2% | $8,357-67.0% | $504+447.3% |