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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 | $7,580 | $61,391-87.7% | $149,723-94.9% | $71,529-89.4% |
| Participation rate | 48.0% | 62.5%-14.6pp | 78.8%-30.8pp | 67.9%-20.0pp |
| Annual return | 27.05% | 35.88%-8.8pp | 134.50%-107.4pp | 28.97%-1.9pp |
| Employer contribution / active EE | $869 | $2,384-63.6% | $4,821-82.0% | $2,590-66.5% |
| Participant deferral / active EE | $1,639 | $2,921-43.9% | $5,682-71.2% | $4,291-61.8% |
| Admin fee / account holder | $516 | $1,264-59.2% | $13,215-96.1% | $1,588-67.5% |