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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 | $46,464-74.0% | $150,298-92.0% | $79,634-84.9% |
| Participation rate | 19.0% | 57.0%-38.0pp | 77.8%-58.8pp | 62.5%-43.5pp |
| Annual return | 29.22% | 27.89%+1.3pp | 62.79%-33.6pp | 36.46%-7.2pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $843 | $2,157-60.9% | $5,453-84.5% | $3,835-78.0% |
| Admin fee / account holder | $830 | $891-6.8% | $14,116-94.1% | $1,002-17.2% |