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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 | $121,671-86.8% | $211,142-92.4% | $64,340-75.1% |
| Participation rate | 52.9% | 76.5%-23.6pp | 87.3%-34.4pp | 55.2%-2.4pp |
| Annual return | 23.54% | 21.43%+2.1pp | 46.84%-23.3pp | 24.14%-0.6pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $6,442-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,805 | $6,049-37.1% | $9,284-59.0% | $2,980+27.7% |
| Admin fee / account holder | $1,599 | $4,774-66.5% | $19,076-91.6% | $3,703-56.8% |