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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 | $8,035 | $64,890-87.6% | $134,172-94.0% | $67,986-88.2% |
| Participation rate | 55.6% | 48.5%+7.1pp | 72.5%-16.8pp | 57.2%-1.6pp |
| Annual return | 31.48% | 16.12%+15.4pp | 25.30%+6.2pp | 31.67%-0.2pp |
| Employer contribution / active EE | $853 | $1,360-37.2% | $3,420-75.1% | $2,019-57.7% |
| Participant deferral / active EE | $1,479 | $2,289-35.4% | $4,690-68.5% | $3,358-56.0% |
| Admin fee / account holder | $942 | $3,140-70.0% | $12,016-92.2% | $3,203-70.6% |