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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 | $8,429 | $64,959-87.0% | $158,226-94.7% | $69,733-87.9% |
| Participation rate | 68.5% | 52.1%+16.4pp | 74.8%-6.3pp | 62.5%+6.1pp |
| Annual return | 16.11% | 18.37%-2.3pp | 501.41%-485.3pp | 15.22%+0.9pp |
| Employer contribution / active EE | $493 | $1,361-63.8% | $2,986-83.5% | $2,250-78.1% |
| Participant deferral / active EE | $1,388 | $2,394-42.0% | $4,317-67.9% | $3,054-54.6% |
| Admin fee / account holder | $1,543 | $3,340-53.8% | $10,217-84.9% | $3,102-50.3% |