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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 | $4,321 | $36,943-88.3% | $52,425-91.8% | $103,975-95.8% |
| Participation rate | 32.4% | 27.5%+4.9pp | 55.6%-23.2pp | 72.5%-40.1pp |
| Annual return | 22.45% | 17.59%+4.9pp | 302.12%-279.7pp | 19.41%+3.0pp |
| Employer contribution / active EE | $297 | $884-66.4% | $914-67.5% | $3,722-92.0% |
| Participant deferral / active EE | $466 | $1,347-65.4% | $1,790-73.9% | $5,343-91.3% |
| Admin fee / account holder | $507 | $508-0.2% | $2,495-79.7% | $332+52.5% |