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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 | $44,980-76.8% | $85,063-87.7% | $77,692-86.6% |
| Participation rate | 13.7% | 48.6%-34.9pp | 67.5%-53.8pp | 70.6%-56.9pp |
| Annual return | 38.68% | 79.13%-40.5pp | 66.54%-27.9pp | 31.25%+7.4pp |
| Employer contribution / active EE | $339 | $1,607-78.9% | $2,727-87.6% | $2,726-87.6% |
| Participant deferral / active EE | $534 | $2,804-81.0% | $4,523-88.2% | $4,648-88.5% |
| Admin fee / account holder | $1,666 | $911+82.8% | $6,155-72.9% | $431+286.9% |