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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 | $14,113 | $107,440-86.9% | $105,738-86.7% | $55,725-74.7% |
| Participation rate | 38.2% | 55.5%-17.3pp | 76.3%-38.1pp | 70.9%-32.6pp |
| Annual return | 337.51% | -0.59%+338.1pp | 6.27%+331.2pp | 244.93%+92.6pp |
| Employer contribution / active EE | $626 | $1,448-56.8% | $3,268-80.9% | $2,078-69.9% |
| Participant deferral / active EE | $961 | $2,171-55.7% | $4,080-76.4% | $3,356-71.4% |
| Admin fee / account holder | $427 | $283+50.8% | $6,913-93.8% | $115+271.0% |