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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 | $2,729 | $90,621-97.0% | $120,225-97.7% | $103,975-97.4% |
| Participation rate | 58.2% | 53.5%+4.7pp | 69.6%-11.4pp | 72.5%-14.4pp |
| Annual return | 58.75% | 16.48%+42.3pp | 439.23%-380.5pp | 19.41%+39.3pp |
| Employer contribution / active EE | $0 | $4,227-100.0% | $3,475-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $956 | $3,312-71.1% | $3,999-76.1% | $5,343-82.1% |
| Admin fee / account holder | $367 | $428-14.3% | $5,696-93.6% | $332+10.4% |