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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 | $10,433 | $54,690-80.9% | $76,030-86.3% | $74,478-86.0% |
| Participation rate | 46.6% | 60.3%-13.8pp | 69.1%-22.5pp | 67.2%-20.7pp |
| Annual return | 14.37% | 31.92%-17.5pp | 361.54%-347.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $556 | $1,781-68.8% | $2,688-79.3% | $2,626-78.8% |
| Participant deferral / active EE | $1,368 | $3,070-55.5% | $4,257-67.9% | $4,350-68.6% |
| Admin fee / account holder | $1,826 | $2,240-18.5% | $6,421-71.6% | $1,946-6.1% |