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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 | $9,196 | $37,196-75.3% | $154,108-94.0% | $55,725-83.5% |
| Participation rate | 28.2% | 64.1%-35.9pp | 83.0%-54.9pp | 70.9%-42.7pp |
| Annual return | 16.72% | 1319.68%-1303.0pp | 735.21%-718.5pp | 244.93%-228.2pp |
| Employer contribution / active EE | $590 | $1,614-63.4% | $5,298-88.9% | $2,078-71.6% |
| Participant deferral / active EE | $1,342 | $2,068-35.1% | $5,081-73.6% | $3,356-60.0% |
| Admin fee / account holder | $431 | $102+324.0% | $13,411-96.8% | $115+274.0% |