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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 | $89,670-97.0% | $130,788-97.9% | $89,670-97.0% |
| Participation rate | 58.2% | 71.2%-13.0pp | 70.1%-11.9pp | 71.2%-13.0pp |
| Annual return | 58.75% | 19.66%+39.1pp | 386.44%-327.7pp | 19.66%+39.1pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $3,558-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $956 | $3,962-75.9% | $4,137-76.9% | $3,962-75.9% |
| Admin fee / account holder | $367 | $352+4.3% | $6,673-94.5% | $352+4.3% |