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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 | $21,077 | $75,183-72.0% | $123,894-83.0% | $55,167-61.8% |
| Participation rate | 50.7% | 72.8%-22.1pp | 81.4%-30.7pp | 69.0%-18.3pp |
| Annual return | 13.39% | 19.01%-5.6pp | 47.52%-34.1pp | 169.23%-155.8pp |
| Employer contribution / active EE | $1,375 | $2,823-51.3% | $4,617-70.2% | $1,963-29.9% |
| Participant deferral / active EE | $3,234 | $5,084-36.4% | $5,984-46.0% | $3,054+5.9% |
| Admin fee / account holder | $2,012 | $663+203.7% | $8,357-75.9% | $504+299.3% |