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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 | $21,912 | $87,841-75.1% | $133,980-83.6% | $62,891-65.2% |
| Participation rate | 63.7% | 83.4%-19.6pp | 87.1%-23.3pp | 69.3%-5.6pp |
| Annual return | 10.15% | 12.05%-1.9pp | 29.30%-19.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,471 | $3,483-57.8% | $5,211-71.8% | $2,281-35.5% |
| Participant deferral / active EE | $2,300 | $4,812-52.2% | $6,282-63.4% | $3,203-28.2% |
| Admin fee / account holder | $807 | $5,371-85.0% | $9,324-91.3% | $4,296-81.2% |