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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 | $30,651 | $95,084-67.8% | $140,514-78.2% | $69,733-56.0% |
| Participation rate | 63.6% | 68.7%-5.1pp | 77.8%-14.2pp | 62.5%+1.1pp |
| Annual return | 24.29% | 18.56%+5.7pp | 14.36%+9.9pp | 15.22%+9.1pp |
| Employer contribution / active EE | $0 | $2,405-100.0% | $3,378-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $7,129 | $3,868+84.3% | $4,919+44.9% | $3,054+133.4% |
| Admin fee / account holder | $4,458 | $4,885-8.7% | $13,697-67.5% | $3,102+43.7% |