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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 | $4,620 | $39,766-88.4% | $66,674-93.1% | $71,012-93.5% |
| Participation rate | 22.8% | 47.7%-24.9pp | 73.7%-50.9pp | 58.6%-35.8pp |
| Annual return | 23.70% | 181.39%-157.7pp | 321.24%-297.5pp | 37.67%-14.0pp |
| Employer contribution / active EE | $636 | $1,503-57.7% | $2,620-75.7% | $2,348-72.9% |
| Participant deferral / active EE | $730 | $1,868-60.9% | $4,084-82.1% | $3,246-77.5% |
| Admin fee / account holder | $1,371 | $1,097+25.0% | $5,098-73.1% | $1,167+17.5% |