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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 | $28,033 | $79,223-64.6% | $102,460-72.6% | $74,478-62.4% |
| Participation rate | 38.5% | 74.8%-36.2pp | 76.5%-38.0pp | 67.2%-28.7pp |
| Annual return | 19.40% | 54.98%-35.6pp | 29.47%-10.1pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,563 | $4,417-19.3% | $5,056-29.5% | $4,350-18.1% |
| Admin fee / account holder | $4,764 | $2,003+137.8% | $9,460-49.6% | $1,946+144.8% |