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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 | $13,922 | $80,133-82.6% | $135,792-89.7% | $71,012-80.4% |
| Participation rate | 16.7% | 46.4%-29.8pp | 72.6%-55.9pp | 58.6%-41.9pp |
| Annual return | 18.59% | 15.15%+3.4pp | 25.96%-7.4pp | 37.67%-19.1pp |
| Employer contribution / active EE | $265 | $1,544-82.8% | $3,496-92.4% | $2,348-88.7% |
| Participant deferral / active EE | $912 | $2,074-56.0% | $4,759-80.8% | $3,246-71.9% |
| Admin fee / account holder | $1,812 | $1,557+16.4% | $12,266-85.2% | $1,167+55.2% |