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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 | $54,674-80.9% | $76,089-86.3% | $74,429-86.0% |
| Participation rate | 46.6% | 60.3%-13.8pp | 69.1%-22.5pp | 67.2%-20.6pp |
| Annual return | 14.37% | 31.89%-17.5pp | 360.94%-346.6pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $556 | $1,781-68.8% | $2,690-79.3% | $2,625-78.8% |
| Participant deferral / active EE | $1,368 | $3,071-55.5% | $4,259-67.9% | $4,348-68.5% |
| Admin fee / account holder | $1,826 | $2,238-18.4% | $6,418-71.5% | $1,944-6.1% |