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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 | $30,895 | $128,603-76.0% | $197,124-84.3% | $67,986-54.6% |
| Participation rate | 2.9% | 81.7%-78.8pp | 86.7%-83.8pp | 57.2%-54.3pp |
| Annual return | 45.30% | 23.77%+21.5pp | 44.34%+1.0pp | 31.67%+13.6pp |
| Employer contribution / active EE | $4,431 | $4,379+1.2% | $6,227-28.9% | $2,019+119.5% |
| Participant deferral / active EE | $9,422 | $6,840+37.7% | $9,135+3.1% | $3,358+180.6% |
| Admin fee / account holder | $4,174 | $3,035+37.5% | $16,298-74.4% | $3,203+30.3% |