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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 | $17,541 | $55,457-68.4% | $76,119-77.0% | $77,736-77.4% |
| Participation rate | 21.6% | 63.6%-42.0pp | 69.1%-47.5pp | 70.6%-49.0pp |
| Annual return | 21.86% | 17.09%+4.8pp | 361.25%-339.4pp | 31.26%-9.4pp |
| Employer contribution / active EE | $787 | $1,792-56.1% | $2,693-70.8% | $2,728-71.1% |
| Participant deferral / active EE | $1,264 | $3,454-63.4% | $4,259-70.3% | $4,651-72.8% |
| Admin fee / account holder | $1,205 | $411+193.2% | $6,421-81.2% | $433+178.0% |