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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 | $52,978-84.1% | $116,096-92.7% | $65,306-87.1% |
| Participation rate | 68.5% | 51.6%+16.9pp | 73.3%-4.8pp | 57.7%+10.8pp |
| Annual return | 16.11% | 27.83%-11.7pp | 326.25%-310.1pp | 21.94%-5.8pp |
| Employer contribution / active EE | $493 | $1,182-58.3% | $2,503-80.3% | $1,967-74.9% |
| Participant deferral / active EE | $1,388 | $2,197-36.8% | $3,952-64.9% | $2,959-53.1% |
| Admin fee / account holder | $1,543 | $2,820-45.3% | $7,704-80.0% | $3,480-55.7% |