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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 | $15,809 | $59,467-73.4% | $93,727-83.1% | $74,478-78.8% |
| Participation rate | 58.5% | 59.6%-1.1pp | 68.7%-10.2pp | 67.2%-8.7pp |
| Annual return | 16.10% | 82.14%-66.0pp | 133.83%-117.7pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $1,009 | $1,267-20.3% | $2,421-58.3% | $2,626-61.6% |
| Participant deferral / active EE | $2,364 | $3,052-22.5% | $4,417-46.5% | $4,350-45.7% |
| Admin fee / account holder | $1,032 | $3,028-65.9% | $8,292-87.6% | $1,946-47.0% |