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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 | $23,487 | $84,482-72.2% | $125,363-81.3% | $66,930-64.9% |
| Participation rate | 57.4% | 76.4%-19.0pp | 82.4%-25.0pp | 69.8%-12.4pp |
| Annual return | -2.52% | -8.49%+6.0pp | 572.15%-574.7pp | 1.57%-4.1pp |
| Employer contribution / active EE | $2,220 | $3,553-37.5% | $4,815-53.9% | $2,545-12.8% |
| Participant deferral / active EE | $3,888 | $6,782-42.7% | $7,447-47.8% | $4,238-8.3% |
| Admin fee / account holder | $500 | $685-27.0% | $10,005-95.0% | $593-15.7% |