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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 | $6,208 | $55,437-88.8% | $155,534-96.0% | $74,459-91.7% |
| Participation rate | 33.1% | 61.9%-28.7pp | 78.2%-45.1pp | 67.2%-34.1pp |
| Annual return | 113.69% | 269.58%-155.9pp | 64.92%+48.8pp | 1369.70%-1256.0pp |
| Employer contribution / active EE | $461 | $2,266-79.7% | $4,675-90.1% | $2,626-82.4% |
| Participant deferral / active EE | $907 | $2,837-68.0% | $5,630-83.9% | $4,350-79.2% |
| Admin fee / account holder | $914 | $1,742-47.6% | $15,900-94.3% | $1,945-53.0% |