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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 | $6,418 | $62,686-89.8% | $178,505-96.4% | $77,762-91.7% |
| Participation rate | 67.4% | 66.9%+0.5pp | 77.1%-9.7pp | 70.6%-3.2pp |
| Annual return | 56.96% | 16.16%+40.8pp | 27.16%+29.8pp | 31.27%+25.7pp |
| Employer contribution / active EE | $724 | $1,914-62.2% | $3,955-81.7% | $2,728-73.5% |
| Participant deferral / active EE | $1,792 | $4,224-57.6% | $6,280-71.5% | $4,651-61.5% |
| Admin fee / account holder | $638 | $386+65.2% | $10,428-93.9% | $433+47.4% |