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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 | $10,373 | $80,753-87.2% | $136,298-92.4% | $62,293-83.3% |
| Participation rate | 53.7% | 73.5%-19.8pp | 81.9%-28.2pp | 69.5%-15.8pp |
| Annual return | 30.62% | 35.83%-5.2pp | 5156.27%-5125.6pp | 28.90%+1.7pp |
| Employer contribution / active EE | $1,278 | $2,884-55.7% | $4,696-72.8% | $2,042-37.4% |
| Participant deferral / active EE | $6,181 | $5,164+19.7% | $6,247-1.1% | $3,169+95.0% |
| Admin fee / account holder | $561 | $525+6.7% | $9,244-93.9% | $479+17.0% |