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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 | $6,397 | $83,369-92.3% | $105,223-93.9% | $67,986-90.6% |
| Participation rate | 39.4% | 56.3%-16.9pp | 75.0%-35.6pp | 57.2%-17.8pp |
| Annual return | 33.35% | 24.64%+8.7pp | 180.65%-147.3pp | 31.67%+1.7pp |
| Employer contribution / active EE | $625 | $2,541-75.4% | $3,689-83.1% | $2,019-69.0% |
| Participant deferral / active EE | $1,429 | $3,295-56.6% | $5,072-71.8% | $3,358-57.4% |
| Admin fee / account holder | $1,213 | $4,073-70.2% | $8,859-86.3% | $3,203-62.1% |