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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 | $24,591 | $101,672-75.8% | $147,117-83.3% | $74,478-67.0% |
| Participation rate | 66.3% | 75.5%-9.3pp | 82.2%-15.9pp | 67.2%-0.9pp |
| Annual return | 30.03% | 8757.83%-8727.8pp | 420.54%-390.5pp | 1370.56%-1340.5pp |
| Employer contribution / active EE | $2,102 | $3,813-44.9% | $4,932-57.4% | $2,626-20.0% |
| Participant deferral / active EE | $4,359 | $7,305-40.3% | $8,065-45.9% | $4,350+0.2% |
| Admin fee / account holder | $4,228 | $1,753+141.1% | $12,993-67.5% | $1,946+117.3% |