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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 | $88,186-91.7% | $165,071-95.6% | $74,459-90.2% |
| Participation rate | 69.2% | 73.1%-3.9pp | 78.6%-9.4pp | 67.2%+2.0pp |
| Annual return | 17.32% | 17.13%+0.2pp | 70.17%-52.9pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,482 | $4,505-44.9% | $6,035-58.9% | $4,350-42.9% |
| Admin fee / account holder | $681 | $2,234-69.5% | $12,695-94.6% | $1,945-65.0% |