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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 | $4,461 | $56,894-92.2% | $84,753-94.7% | $62,881-92.9% |
| Participation rate | 68.6% | 68.5%+0.1pp | 76.6%-8.0pp | 69.3%-0.7pp |
| Annual return | 38.40% | 6.30%+32.1pp | 22.78%+15.6pp | 20.14%+18.3pp |
| Employer contribution / active EE | $4,481 | $2,400+86.7% | $3,574+25.4% | $2,281+96.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $373 | $3,581-89.6% | $5,333-93.0% | $4,296-91.3% |