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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 | $13,124 | $45,022-70.9% | $85,240-84.6% | $200,096-93.4% |
| Participation rate | 10.5% | 45.8%-35.3pp | 67.5%-57.0pp | 72.0%-61.5pp |
| Annual return | 227.68% | 21.00%+206.7pp | 66.75%+160.9pp | 34.26%+193.4pp |
| Employer contribution / active EE | $288 | $1,374-79.0% | $2,735-89.5% | $3,038-90.5% |
| Participant deferral / active EE | $445 | $2,682-83.4% | $4,527-90.2% | $5,090-91.3% |
| Admin fee / account holder | $371 | $585-36.5% | $6,165-94.0% | $269+37.9% |