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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 | $80,332-15.8% | $107,187-36.9% | $64,097+5.5% |
| Participation rate | 43.5% | 54.4%-10.9pp | 75.0%-31.5pp | 55.2%-11.7pp |
| Annual return | 14.35% | 24.26%-9.9pp | 204.55%-190.2pp | 34.64%-20.3pp |
| Employer contribution / active EE | $1,544 | $2,501-38.3% | $3,782-59.2% | $1,891-18.4% |
| Participant deferral / active EE | $2,598 | $3,109-16.4% | $5,096-49.0% | $3,080-15.6% |
| Admin fee / account holder | $6,511 | $4,314+50.9% | $9,162-28.9% | $3,454+88.5% |