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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 | $11,484 | $86,050-86.7% | $189,758-93.9% | $94,015-87.8% |
| Participation rate | 68.2% | 68.9%-0.7pp | 79.8%-11.6pp | 70.8%-2.6pp |
| Annual return | 19.49% | 17.77%+1.7pp | 52.62%-33.1pp | 17.84%+1.6pp |
| Employer contribution / active EE | $658 | $2,819-76.7% | $4,767-86.2% | $2,790-76.4% |
| Participant deferral / active EE | $3,591 | $3,349+7.2% | $5,856-38.7% | $4,249-15.5% |
| Admin fee / account holder | $2,323 | $6,627-64.9% | $20,388-88.6% | $8,951-74.0% |