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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.)
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 | $67,638 | $80,674-16.2% | $119,126-43.2% | $64,340+5.1% |
| Participation rate | 43.5% | 55.2%-11.7pp | 75.8%-32.2pp | 55.2%-11.7pp |
| Annual return | 14.35% | 26.86%-12.5pp | 282.11%-267.8pp | 24.14%-9.8pp |
| Employer contribution / active EE | $1,544 | $2,564-39.8% | $4,034-61.7% | $1,862-17.0% |
| Participant deferral / active EE | $2,598 | $3,053-14.9% | $5,318-51.1% | $2,980-12.8% |
| Admin fee / account holder | $6,511 | $4,559+42.8% | $10,693-39.1% | $3,703+75.9% |