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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 | $6,014 | $50,902-88.2% | $155,534-96.1% | $77,736-92.3% |
| Participation rate | 36.3% | 63.1%-26.8pp | 78.2%-42.0pp | 70.6%-34.3pp |
| Annual return | 29.29% | 34.85%-5.6pp | 64.92%-35.6pp | 31.26%-2.0pp |
| Employer contribution / active EE | $379 | $1,991-81.0% | $4,675-91.9% | $2,728-86.1% |
| Participant deferral / active EE | $931 | $2,824-67.0% | $5,630-83.5% | $4,651-80.0% |
| Admin fee / account holder | $3,112 | $437+612.1% | $15,900-80.4% | $433+618.2% |