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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 | $19,578 | $101,499-80.7% | $147,005-86.7% | $74,546-73.7% |
| Participation rate | 53.1% | 75.5%-22.5pp | 82.2%-29.1pp | 67.2%-14.1pp |
| Annual return | 25.53% | 8732.34%-8706.8pp | 418.76%-393.2pp | 1366.03%-1340.5pp |
| Employer contribution / active EE | $1,893 | $3,811-50.3% | $4,934-61.6% | $2,624-27.9% |
| Participant deferral / active EE | $3,721 | $7,304-49.1% | $8,070-53.9% | $4,347-14.4% |
| Admin fee / account holder | $2,071 | $1,748+18.5% | $13,006-84.1% | $1,944+6.6% |