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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 | $110,675-65.8% | $115,599-67.2% | $71,012-46.7% |
| Participation rate | 49.6% | 77.3%-27.7pp | 74.3%-24.6pp | 58.6%-8.9pp |
| Annual return | 21.49% | 14.15%+7.3pp | 111.10%-89.6pp | 37.67%-16.2pp |
| Employer contribution / active EE | $1,546 | $3,949-60.9% | $2,955-47.7% | $2,348-34.2% |
| Participant deferral / active EE | $2,915 | $4,947-41.1% | $4,889-40.4% | $3,246-10.2% |
| Admin fee / account holder | $2,507 | $775+223.3% | $12,841-80.5% | $1,167+114.8% |