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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 | $19,402 | $81,334-76.1% | $113,397-82.9% | $64,097-69.7% |
| Participation rate | 67.1% | 65.6%+1.5pp | 76.5%-9.4pp | 55.2%+11.9pp |
| Annual return | 14.55% | 32.50%-18.0pp | 23.20%-8.7pp | 34.64%-20.1pp |
| Employer contribution / active EE | $1,762 | $2,077-15.2% | $2,977-40.8% | $1,891-6.9% |
| Participant deferral / active EE | $2,858 | $3,795-24.7% | $5,076-43.7% | $3,080-7.2% |
| Admin fee / account holder | $2,232 | $4,208-46.9% | $11,957-81.3% | $3,454-35.4% |