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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 | $8,050 | $61,338-86.9% | $149,717-94.6% | $71,495-88.7% |
| Participation rate | 68.6% | 62.5%+6.1pp | 78.8%-10.2pp | 67.9%+0.7pp |
| Annual return | 1376.75% | 35.86%+1340.9pp | 134.41%+1242.3pp | 28.85%+1347.9pp |
| Employer contribution / active EE | $822 | $2,381-65.5% | $4,820-82.9% | $2,589-68.2% |
| Participant deferral / active EE | $1,649 | $2,919-43.5% | $5,682-71.0% | $4,291-61.6% |
| Admin fee / account holder | $938 | $1,263-25.7% | $13,213-92.9% | $1,588-40.9% |