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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 | $15,287 | $61,338-75.1% | $149,717-89.8% | $71,495-78.6% |
| Participation rate | 47.7% | 62.5%-14.8pp | 78.8%-31.1pp | 67.9%-20.3pp |
| Annual return | 25.89% | 35.86%-10.0pp | 134.41%-108.5pp | 28.85%-3.0pp |
| Employer contribution / active EE | $1,591 | $2,381-33.2% | $4,820-67.0% | $2,589-38.5% |
| Participant deferral / active EE | $3,225 | $2,919+10.5% | $5,682-43.2% | $4,291-24.8% |
| Admin fee / account holder | $2,084 | $1,263+65.1% | $13,213-84.2% | $1,588+31.3% |