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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 | $79,867-61.6% | $120,344-74.5% | $64,340-52.4% |
| Participation rate | 63.6% | 63.0%+0.6pp | 76.7%-13.1pp | 55.2%+8.3pp |
| Annual return | 24.29% | 21.10%+3.2pp | 20.30%+4.0pp | 24.14%+0.1pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $7,129 | $3,593+98.4% | $5,135+38.8% | $2,980+139.2% |
| Admin fee / account holder | $4,458 | $5,039-11.5% | $12,742-65.0% | $3,703+20.4% |