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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 | $9,640 | $48,432-80.1% | $121,204-92.0% | $71,511-86.5% |
| Participation rate | 50.3% | 54.3%-4.0pp | 69.5%-19.2pp | 67.9%-17.6pp |
| Annual return | 16.97% | 23.28%-6.3pp | 987.18%-970.2pp | 28.86%-11.9pp |
| Employer contribution / active EE | $2,178 | $1,493+45.9% | $4,170-47.8% | $2,589-15.9% |
| Participant deferral / active EE | $3,004 | $2,756+9.0% | $4,083-26.4% | $4,291-30.0% |
| Admin fee / account holder | $816 | $1,845-55.7% | $5,651-85.6% | $1,588-48.6% |