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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 | $32,975 | $130,294-74.7% | $170,043-80.6% | $71,511-53.9% |
| Participation rate | 65.9% | 86.2%-20.2pp | 87.0%-21.1pp | 67.9%-2.0pp |
| Annual return | 444.84% | 20.36%+424.5pp | 53.40%+391.4pp | 28.86%+416.0pp |
| Employer contribution / active EE | $2,322 | $4,385-47.0% | $6,790-65.8% | $2,589-10.3% |
| Participant deferral / active EE | $4,687 | $6,928-32.3% | $10,410-55.0% | $4,291+9.2% |
| Admin fee / account holder | $1,307 | $966+35.3% | $12,824-89.8% | $1,588-17.7% |