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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 | $15,079 | $80,763-81.3% | $102,412-85.3% | $74,459-79.7% |
| Participation rate | 55.8% | 65.7%-9.9pp | 74.5%-18.8pp | 67.2%-11.5pp |
| Annual return | 14.52% | 27.57%-13.1pp | 24.94%-10.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,120 | $3,160-64.6% | $3,870-71.1% | $2,626-57.4% |
| Participant deferral / active EE | $1,807 | $3,862-53.2% | $5,060-64.3% | $4,350-58.4% |
| Admin fee / account holder | $1,940 | $2,371-18.2% | $8,388-76.9% | $1,945-0.2% |