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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 | $12,058 | $36,002-66.5% | $161,489-92.5% | $64,728-81.4% |
| Participation rate | 19.0% | 57.4%-38.5pp | 78.7%-59.7pp | 57.9%-38.9pp |
| Annual return | 29.22% | 33.93%-4.7pp | 89.72%-60.5pp | 49.38%-20.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $843 | $1,815-53.5% | $5,630-85.0% | $2,729-69.1% |
| Admin fee / account holder | $830 | $931-10.8% | $16,006-94.8% | $1,145-27.5% |