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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 | $45,109-88.3% | $85,240-93.8% | $77,762-93.2% |
| Participation rate | 36.0% | 48.7%-12.6pp | 67.5%-31.5pp | 70.6%-34.6pp |
| Annual return | 104.09% | 79.55%+24.5pp | 66.75%+37.3pp | 31.27%+72.8pp |
| Employer contribution / active EE | $710 | $1,602-55.7% | $2,735-74.0% | $2,728-74.0% |
| Participant deferral / active EE | $1,078 | $2,814-61.7% | $4,527-76.2% | $4,651-76.8% |
| Admin fee / account holder | $721 | $915-21.2% | $6,165-88.3% | $433+66.6% |