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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 | $18,415 | $84,685-78.3% | $142,942-87.1% | $67,986-72.9% |
| Participation rate | 48.3% | 61.4%-13.1pp | 76.8%-28.6pp | 57.2%-9.0pp |
| Annual return | 35.25% | 35.89%-0.6pp | 113.70%-78.4pp | 31.67%+3.6pp |
| Employer contribution / active EE | $1,347 | $2,263-40.5% | $4,139-67.5% | $2,019-33.3% |
| Participant deferral / active EE | $1,644 | $3,832-57.1% | $7,128-76.9% | $3,358-51.0% |
| Admin fee / account holder | $2,364 | $3,229-26.8% | $12,475-81.1% | $3,203-26.2% |