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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 | $37,872 | $107,218-64.7% | $115,768-67.3% | $79,634-52.4% |
| Participation rate | 49.6% | 76.8%-27.2pp | 74.4%-24.8pp | 62.5%-12.8pp |
| Annual return | 21.49% | 15.41%+6.1pp | 100.46%-79.0pp | 36.46%-15.0pp |
| Employer contribution / active EE | $1,546 | $3,627-57.4% | $2,940-47.4% | $2,529-38.9% |
| Participant deferral / active EE | $2,915 | $5,091-42.7% | $4,917-40.7% | $3,835-24.0% |
| Admin fee / account holder | $2,507 | $576+335.5% | $12,439-79.8% | $1,002+150.2% |