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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 | $20,764 | $69,477-70.1% | $94,679-78.1% | $71,495-71.0% |
| Participation rate | 68.4% | 78.4%-10.1pp | 80.8%-12.4pp | 67.9%+0.5pp |
| Annual return | 109.61% | 29.66%+79.9pp | 156.75%-47.1pp | 28.85%+80.8pp |
| Employer contribution / active EE | $2,251 | $2,853-21.1% | $3,673-38.7% | $2,589-13.1% |
| Participant deferral / active EE | $4,389 | $7,345-40.2% | $7,417-40.8% | $4,291+2.3% |
| Admin fee / account holder | $594 | $1,210-50.9% | $7,233-91.8% | $1,588-62.6% |