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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 | $6,266 | $38,967-83.9% | $86,233-92.7% | $79,634-92.1% |
| Participation rate | 38.5% | 34.1%+4.4pp | 69.0%-30.6pp | 62.5%-24.0pp |
| Annual return | 13.57% | 49.90%-36.3pp | 61.39%-47.8pp | 36.46%-22.9pp |
| Employer contribution / active EE | $412 | $868-52.6% | $2,504-83.6% | $2,529-83.7% |
| Participant deferral / active EE | $674 | $1,663-59.4% | $4,559-85.2% | $3,835-82.4% |
| Admin fee / account holder | $1,177 | $2,660-55.7% | $8,342-85.9% | $1,002+17.5% |