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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 | $7,308 | $88,117-91.7% | $164,928-95.6% | $74,400-90.2% |
| Participation rate | 69.2% | 73.1%-3.9pp | 78.6%-9.4pp | 67.2%+2.0pp |
| Annual return | 17.32% | 17.27%0pp | 70.08%-52.8pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $0 | $2,596-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,482 | $4,501-44.9% | $6,034-58.9% | $4,348-42.9% |
| Admin fee / account holder | $681 | $2,230-69.5% | $12,684-94.6% | $1,944-65.0% |