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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 | $44,398-89.6% | $103,693-95.5% | $65,191-92.9% |
| Participation rate | 22.8% | 54.3%-31.5pp | 72.6%-49.8pp | 63.0%-40.2pp |
| Annual return | 23.70% | 325.62%-301.9pp | 47.61%-23.9pp | 51.24%-27.5pp |
| Employer contribution / active EE | $636 | $1,702-62.7% | $2,920-78.2% | $2,400-73.5% |
| Participant deferral / active EE | $730 | $1,797-59.4% | $4,579-84.0% | $2,671-72.7% |
| Admin fee / account holder | $1,371 | $856+60.1% | $7,858-82.6% | $907+51.2% |