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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 | $16,040 | $128,603-87.5% | $197,124-91.9% | $67,986-76.4% |
| Participation rate | 52.9% | 81.7%-28.8pp | 86.7%-33.8pp | 57.2%-4.3pp |
| Annual return | 23.54% | 23.77%-0.2pp | 44.34%-20.8pp | 31.67%-8.1pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,805 | $6,840-44.4% | $9,135-58.3% | $3,358+13.3% |
| Admin fee / account holder | $1,599 | $3,035-47.3% | $16,298-90.2% | $3,203-50.1% |