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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 | $10,999 | $61,166-82.0% | $185,837-94.1% | $79,393-86.1% |
| Participation rate | 42.2% | 66.6%-24.5pp | 81.7%-39.5pp | 70.7%-28.5pp |
| Annual return | 16.58% | 19.45%-2.9pp | 122.08%-105.5pp | 116.87%-100.3pp |
| Employer contribution / active EE | $1,312 | $2,321-43.5% | $5,168-74.6% | $2,428-45.9% |
| Participant deferral / active EE | $1,606 | $2,789-42.4% | $5,568-71.2% | $4,046-60.3% |
| Admin fee / account holder | $1,274 | $710+79.5% | $16,241-92.2% | $627+103.4% |