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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 | $10,073 | $148,584-93.2% | $216,567-95.3% | $69,255-85.5% |
| Participation rate | 56.9% | 77.0%-20.1pp | 81.6%-24.8pp | 69.0%-12.2pp |
| Annual return | 61.33% | 8.62%+52.7pp | 12.94%+48.4pp | 26.73%+34.6pp |
| Employer contribution / active EE | $1,680 | $3,404-50.6% | $5,216-67.8% | $2,645-36.5% |
| Participant deferral / active EE | $3,125 | $3,500-10.7% | $6,191-49.5% | $2,890+8.1% |
| Admin fee / account holder | $567 | $791-28.3% | $21,981-97.4% | $733-22.7% |