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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 | $13,140 | $146,267-91.0% | $197,124-93.3% | $82,448-84.1% |
| Participation rate | 58.9% | 84.0%-25.1pp | 86.7%-27.8pp | 68.1%-9.2pp |
| Annual return | 29.82% | 29.61%+0.2pp | 44.34%-14.5pp | 41.64%-11.8pp |
| Employer contribution / active EE | $1,958 | $4,723-58.5% | $6,227-68.6% | $2,551-23.2% |
| Participant deferral / active EE | $3,197 | $7,035-54.6% | $9,135-65.0% | $4,139-22.8% |
| Admin fee / account holder | $1,574 | $14,422-89.1% | $16,298-90.3% | $7,234-78.2% |