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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 | $53,583-84.3% | $114,563-92.6% | $64,340-86.9% |
| Participation rate | 68.5% | 47.4%+21.2pp | 72.9%-4.4pp | 55.2%+13.3pp |
| Annual return | 16.11% | 24.51%-8.4pp | 241.09%-225.0pp | 24.14%-8.0pp |
| Employer contribution / active EE | $493 | $1,087-54.6% | $2,592-81.0% | $1,862-73.5% |
| Participant deferral / active EE | $1,388 | $2,134-35.0% | $4,142-66.5% | $2,980-53.4% |
| Admin fee / account holder | $1,543 | $3,206-51.9% | $7,623-79.8% | $3,703-58.3% |