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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 | $12,058 | $36,904-67.3% | $158,223-92.4% | $65,191-81.5% |
| Participation rate | 19.0% | 62.1%-43.1pp | 79.2%-60.2pp | 63.0%-44.0pp |
| Annual return | 29.22% | 24.43%+4.8pp | 52.09%-22.9pp | 51.24%-22.0pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $843 | $1,936-56.4% | $5,467-84.6% | $2,671-68.4% |
| Admin fee / account holder | $830 | $793+4.7% | $16,047-94.8% | $907-8.5% |