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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 | $11,066 | $65,904-83.2% | $160,784-93.1% | $79,634-86.1% |
| Participation rate | 36.0% | 56.2%-20.3pp | 77.0%-41.0pp | 62.5%-26.5pp |
| Annual return | 54.91% | 20.16%+34.8pp | 1803.92%-1749.0pp | 36.46%+18.4pp |
| Employer contribution / active EE | $890 | $1,805-50.7% | $3,733-76.1% | $2,529-64.8% |
| Participant deferral / active EE | $1,409 | $3,692-61.8% | $6,293-77.6% | $3,835-63.3% |
| Admin fee / account holder | $423 | $965-56.2% | $9,717-95.6% | $1,002-57.8% |