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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 | $130,795-92.3% | $173,730-94.2% | $64,728-84.4% |
| Participation rate | 56.9% | 69.9%-13.0pp | 79.6%-22.7pp | 57.9%-1.0pp |
| Annual return | 61.33% | 13.01%+48.3pp | 19.96%+41.4pp | 49.38%+11.9pp |
| Employer contribution / active EE | $1,680 | $2,914-42.3% | $4,577-63.3% | $2,243-25.1% |
| Participant deferral / active EE | $3,125 | $3,477-10.1% | $6,326-50.6% | $2,729+14.5% |
| Admin fee / account holder | $567 | $1,356-58.2% | $17,523-96.8% | $1,145-50.5% |