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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 | $5,294 | $45,031-88.2% | $85,009-93.8% | $77,671-93.2% |
| Participation rate | 36.0% | 48.7%-12.7pp | 67.5%-31.5pp | 70.6%-34.5pp |
| Annual return | 104.09% | 79.22%+24.9pp | 66.47%+37.6pp | 31.21%+72.9pp |
| Employer contribution / active EE | $710 | $1,609-55.9% | $2,728-74.0% | $2,726-74.0% |
| Participant deferral / active EE | $1,078 | $2,807-61.6% | $4,522-76.2% | $4,648-76.8% |
| Admin fee / account holder | $721 | $912-20.9% | $6,153-88.3% | $430+67.5% |