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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,119 | $65,125-69.1% | $143,797-86.0% | $66,949-69.9% |
| Participation rate | 42.6% | 65.2%-22.6pp | 80.3%-37.7pp | 69.8%-27.2pp |
| Annual return | -17.02% | -11.13%-5.9pp | -0.04%-17.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $2,146 | $2,362-9.2% | $4,952-56.7% | $2,545-15.7% |
| Participant deferral / active EE | $1,213 | $2,920-58.5% | $5,638-78.5% | $4,239-71.4% |
| Admin fee / account holder | $541 | $503+7.6% | $14,679-96.3% | $594-8.8% |