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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 | $19,327 | $62,409-69.0% | $120,524-84.0% | $74,429-74.0% |
| Participation rate | 65.1% | 56.8%+8.3pp | 71.9%-6.9pp | 67.2%-2.1pp |
| Annual return | 18.49% | 18.62%-0.1pp | 107.36%-88.9pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $1,113 | $1,847-39.7% | $3,469-67.9% | $2,625-57.6% |
| Participant deferral / active EE | $1,949 | $2,888-32.5% | $4,994-61.0% | $4,348-55.2% |
| Admin fee / account holder | $1,265 | $2,394-47.1% | $9,440-86.6% | $1,944-34.9% |