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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 | $7,515 | $82,133-90.9% | $147,318-94.9% | $64,097-88.3% |
| Participation rate | 67.3% | 62.3%+5.0pp | 82.1%-14.7pp | 55.2%+12.1pp |
| Annual return | 37.29% | 78.78%-41.5pp | 70.43%-33.1pp | 34.64%+2.6pp |
| Employer contribution / active EE | $1,334 | $2,872-53.6% | $4,593-71.0% | $1,891-29.5% |
| Participant deferral / active EE | $1,941 | $5,407-64.1% | $7,906-75.5% | $3,080-37.0% |
| Admin fee / account holder | $431 | $3,730-88.5% | $13,708-96.9% | $3,454-87.5% |