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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 | $48,057 | $42,910+12.0% | $60,919-21.1% | $68,490-29.8% |
| Participation rate | 57.1% | 66.8%-9.6pp | 73.1%-16.0pp | 67.9%-10.8pp |
| Annual return | -14.88% | -13.99%-0.9pp | 16.96%-31.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $744 | $1,978-62.4% | $2,704-72.5% | $2,597-71.3% |
| Participant deferral / active EE | $2,804 | $2,866-2.1% | $3,814-26.5% | $4,028-30.4% |
| Admin fee / account holder | $6,989 | $3,104+125.1% | $3,228+116.5% | $5,403+29.4% |