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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 | $5,901 | $46,325-87.3% | $143,788-95.9% | $64,814-90.9% |
| Participation rate | 56.3% | 64.2%-8.0pp | 80.3%-24.0pp | 71.5%-15.2pp |
| Annual return | 9.81% | -10.05%+19.9pp | -0.03%+9.8pp | 32.84%-23.0pp |
| Employer contribution / active EE | $629 | $1,911-67.1% | $4,952-87.3% | $2,507-74.9% |
| Participant deferral / active EE | $1,130 | $2,647-57.3% | $5,638-80.0% | $4,310-73.8% |
| Admin fee / account holder | $390 | $154+153.7% | $14,675-97.3% | $188+107.8% |