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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 | $11,381 | $53,236-78.6% | $86,233-86.8% | $103,975-89.1% |
| Participation rate | 2.8% | 34.4%-31.5pp | 69.0%-66.2pp | 72.5%-69.7pp |
| Annual return | 14.16% | 16.04%-1.9pp | 61.39%-47.2pp | 19.41%-5.2pp |
| Employer contribution / active EE | $0 | $1,362-100.0% | $2,504-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $393 | $2,309-83.0% | $4,559-91.4% | $5,343-92.6% |
| Admin fee / account holder | $1,873 | $2,172-13.8% | $8,342-77.5% | $332+463.5% |