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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 | $46,722 | $45,123+3.5% | $85,240-45.2% | $74,478-37.3% |
| Participation rate | 43.3% | 49.4%-6.1pp | 67.5%-24.2pp | 67.2%-23.9pp |
| Annual return | 12.88% | 26.32%-13.4pp | 66.75%-53.9pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $674 | $1,459-53.8% | $2,735-75.4% | $2,626-74.3% |
| Participant deferral / active EE | $4,550 | $2,736+66.3% | $4,527+0.5% | $4,350+4.6% |
| Admin fee / account holder | $9,462 | $2,215+327.3% | $6,165+53.5% | $1,946+386.3% |