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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 | $24,937 | $59,456-58.1% | $93,669-73.4% | $74,429-66.5% |
| Participation rate | 47.7% | 59.6%-11.9pp | 68.7%-21.0pp | 67.2%-19.5pp |
| Annual return | 32.15% | 82.00%-49.9pp | 133.59%-101.4pp | 1368.38%-1336.2pp |
| Employer contribution / active EE | $1,987 | $1,266+56.9% | $2,424-18.0% | $2,625-24.3% |
| Participant deferral / active EE | $3,896 | $3,052+27.7% | $4,416-11.8% | $4,348-10.4% |
| Admin fee / account holder | $3,177 | $3,026+5.0% | $8,291-61.7% | $1,944+63.4% |