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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 | $77,788-78.2% | $119,126-85.8% | $64,728-73.8% |
| Participation rate | 37.6% | 69.4%-31.7pp | 75.8%-38.1pp | 57.9%-20.3pp |
| Annual return | 46.05% | 13.19%+32.9pp | 282.11%-236.1pp | 49.38%-3.3pp |
| Employer contribution / active EE | $973 | $4,031-75.9% | $4,034-75.9% | $2,243-56.6% |
| Participant deferral / active EE | $1,581 | $2,599-39.2% | $5,318-70.3% | $2,729-42.1% |
| Admin fee / account holder | $1,989 | $1,365+45.7% | $10,693-81.4% | $1,145+73.7% |