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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 | $25,508 | $59,467-57.1% | $93,727-72.8% | $74,478-65.8% |
| Participation rate | 49.5% | 59.6%-10.1pp | 68.7%-19.2pp | 67.2%-17.7pp |
| Annual return | 22.04% | 82.14%-60.1pp | 133.83%-111.8pp | 1370.56%-1348.5pp |
| Employer contribution / active EE | $936 | $1,267-26.1% | $2,421-61.4% | $2,626-64.4% |
| Participant deferral / active EE | $1,588 | $3,052-47.9% | $4,417-64.0% | $4,350-63.5% |
| Admin fee / account holder | $2,263 | $3,028-25.3% | $8,292-72.7% | $1,946+16.3% |