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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 | $10,073 | $119,272-91.6% | $161,149-93.7% | $71,012-85.8% |
| Participation rate | 56.9% | 73.6%-16.8pp | 78.8%-22.0pp | 58.6%-1.7pp |
| Annual return | 61.33% | 16.11%+45.2pp | 21.16%+40.2pp | 37.67%+23.7pp |
| Employer contribution / active EE | $1,680 | $2,894-41.9% | $4,360-61.5% | $2,348-28.4% |
| Participant deferral / active EE | $3,125 | $4,117-24.1% | $6,153-49.2% | $3,246-3.7% |
| Admin fee / account holder | $567 | $1,020-44.4% | $15,194-96.3% | $1,167-51.5% |