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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 | $18,700 | $79,223-76.4% | $102,460-81.7% | $74,478-74.9% |
| Participation rate | 50.5% | 74.8%-24.3pp | 76.5%-26.1pp | 67.2%-16.8pp |
| Annual return | 73.17% | 54.98%+18.2pp | 29.47%+43.7pp | 1370.56%-1297.4pp |
| Employer contribution / active EE | $864 | $2,363-63.4% | $3,025-71.4% | $2,626-67.1% |
| Participant deferral / active EE | $3,266 | $4,417-26.1% | $5,056-35.4% | $4,350-24.9% |
| Admin fee / account holder | $740 | $2,003-63.1% | $9,460-92.2% | $1,946-62.0% |