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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 | $10,430 | $45,109-76.9% | $85,187-87.8% | $77,736-86.6% |
| Participation rate | 13.7% | 48.7%-35.0pp | 67.5%-53.8pp | 70.6%-56.9pp |
| Annual return | 38.68% | 79.55%-40.9pp | 66.67%-28.0pp | 31.26%+7.4pp |
| Employer contribution / active EE | $339 | $1,602-78.8% | $2,732-87.6% | $2,728-87.6% |
| Participant deferral / active EE | $534 | $2,814-81.0% | $4,525-88.2% | $4,651-88.5% |
| Admin fee / account holder | $1,666 | $915+82.1% | $6,162-73.0% | $433+284.4% |