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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 | $18,268 | $73,149-75.0% | $120,574-84.8% | $77,736-76.5% |
| Participation rate | 24.0% | 55.2%-31.2pp | 71.9%-47.9pp | 70.6%-46.6pp |
| Annual return | 15.00% | 18.24%-3.2pp | 107.42%-92.4pp | 31.26%-16.3pp |
| Employer contribution / active EE | $432 | $1,793-75.9% | $3,471-87.6% | $2,728-84.2% |
| Participant deferral / active EE | $1,365 | $3,006-54.6% | $4,996-72.7% | $4,651-70.7% |
| Admin fee / account holder | $1,547 | $660+134.5% | $9,445-83.6% | $433+257.1% |