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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 | $17,669 | $74,661-76.3% | $160,784-89.0% | $67,986-74.0% |
| Participation rate | 58.2% | 57.1%+1.1pp | 77.0%-18.7pp | 57.2%+1.0pp |
| Annual return | 22.56% | 28.83%-6.3pp | 1803.92%-1781.4pp | 31.67%-9.1pp |
| Employer contribution / active EE | $1,587 | $1,829-13.2% | $3,733-57.5% | $2,019-21.4% |
| Participant deferral / active EE | $2,522 | $3,681-31.5% | $6,293-59.9% | $3,358-24.9% |
| Admin fee / account holder | $3,240 | $3,959-18.2% | $9,717-66.7% | $3,203+1.2% |