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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 | $78,190-76.4% | $149,600-87.7% | $64,097-71.3% |
| Participation rate | 48.3% | 58.6%-10.4pp | 77.2%-28.9pp | 55.2%-6.9pp |
| Annual return | 35.25% | 34.34%+0.9pp | 129.59%-94.3pp | 34.64%+0.6pp |
| Employer contribution / active EE | $1,347 | $1,942-30.6% | $4,193-67.9% | $1,891-28.8% |
| Participant deferral / active EE | $1,644 | $3,703-55.6% | $7,203-77.2% | $3,080-46.6% |
| Admin fee / account holder | $2,364 | $3,683-35.8% | $13,963-83.1% | $3,454-31.6% |