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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 | $11,066 | $63,690-82.6% | $163,379-93.2% | $71,012-84.4% |
| Participation rate | 36.0% | 47.6%-11.6pp | 76.8%-40.9pp | 58.6%-22.6pp |
| Annual return | 54.91% | 21.56%+33.3pp | 63.41%-8.5pp | 37.67%+17.2pp |
| Employer contribution / active EE | $890 | $1,703-47.7% | $3,752-76.3% | $2,348-62.1% |
| Participant deferral / active EE | $1,409 | $3,160-55.4% | $6,282-77.6% | $3,246-56.6% |
| Admin fee / account holder | $423 | $1,298-67.4% | $9,818-95.7% | $1,167-63.8% |