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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 | $21,905 | $91,439-76.0% | $135,974-83.9% | $71,511-69.4% |
| Participation rate | 69.4% | 75.7%-6.2pp | 81.9%-12.5pp | 67.9%+1.5pp |
| Annual return | 99.90% | 29.90%+70.0pp | 68.30%+31.6pp | 28.86%+71.0pp |
| Employer contribution / active EE | $2,368 | $3,705-36.1% | $4,859-51.3% | $2,589-8.5% |
| Participant deferral / active EE | $4,309 | $7,093-39.3% | $7,760-44.5% | $4,291+0.4% |
| Admin fee / account holder | $802 | $1,267-36.7% | $10,767-92.6% | $1,588-49.5% |