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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 | $16,950 | $92,224-81.6% | $105,223-83.9% | $79,634-78.7% |
| Participation rate | 37.6% | 69.2%-31.5pp | 75.0%-37.4pp | 62.5%-24.8pp |
| Annual return | 46.05% | 88.65%-42.6pp | 180.65%-134.6pp | 36.46%+9.6pp |
| Employer contribution / active EE | $973 | $3,965-75.5% | $3,689-73.6% | $2,529-61.5% |
| Participant deferral / active EE | $1,581 | $3,834-58.8% | $5,072-68.8% | $3,835-58.8% |
| Admin fee / account holder | $1,989 | $1,121+77.5% | $8,859-77.5% | $1,002+98.5% |