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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 | $85,515-64.2% | $112,040-72.6% | $67,986-54.9% |
| Participation rate | 63.6% | 68.2%-4.6pp | 76.5%-12.9pp | 57.2%+6.4pp |
| Annual return | 24.29% | 29.68%-5.4pp | 24.52%-0.2pp | 31.67%-7.4pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,129 | $4,014+77.6% | $5,098+39.8% | $3,358+112.3% |
| Admin fee / account holder | $4,458 | $3,774+18.1% | $12,098-63.1% | $3,203+39.2% |