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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 | $3,430 | $27,243-87.4% | $52,425-93.5% | $79,634-95.7% |
| Participation rate | 44.8% | 22.4%+22.4pp | 55.6%-10.8pp | 62.5%-17.6pp |
| Annual return | 20.95% | 63.36%-42.4pp | 302.12%-281.2pp | 36.46%-15.5pp |
| Employer contribution / active EE | $80 | $319-75.0% | $914-91.3% | $2,529-96.8% |
| Participant deferral / active EE | $652 | $636+2.7% | $1,790-63.6% | $3,835-83.0% |
| Admin fee / account holder | $528 | $2,105-74.9% | $2,495-78.8% | $1,002-47.3% |