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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 | $37,050 | $64,909-42.9% | $82,313-55.0% | $62,293-40.5% |
| Participation rate | 67.3% | 74.9%-7.6pp | 76.9%-9.6pp | 69.5%-2.2pp |
| Annual return | 13.79% | 21.18%-7.4pp | 25.88%-12.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $989 | $1,676-41.0% | $2,428-59.3% | $2,042-51.6% |
| Participant deferral / active EE | $2,340 | $3,103-24.6% | $3,706-36.9% | $3,169-26.2% |
| Admin fee / account holder | $3,259 | $440+641.3% | $5,608-41.9% | $479+579.9% |