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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 | $111,335-85.6% | $214,702-92.5% | $65,306-75.4% |
| Participation rate | 52.9% | 77.5%-24.6pp | 87.5%-34.6pp | 57.7%-4.8pp |
| Annual return | 23.54% | 22.64%+0.9pp | 54.55%-31.0pp | 21.94%+1.6pp |
| Employer contribution / active EE | $0 | $3,806-100.0% | $6,461-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,805 | $5,927-35.8% | $9,147-58.4% | $2,959+28.6% |
| Admin fee / account holder | $1,599 | $5,028-68.2% | $19,830-91.9% | $3,480-54.0% |