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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 | $4,291 | $58,264-92.6% | $86,605-95.0% | $71,476-94.0% |
| Participation rate | 56.0% | 65.0%-9.0pp | 71.7%-15.7pp | 67.9%-11.9pp |
| Annual return | 16.28% | 21.63%-5.3pp | 591.39%-575.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $434 | $2,574-83.1% | $3,023-85.6% | $2,589-83.2% |
| Participant deferral / active EE | $1,053 | $3,436-69.3% | $4,438-76.3% | $4,290-75.4% |
| Admin fee / account holder | $510 | $1,057-51.8% | $5,611-90.9% | $1,587-67.9% |