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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 | $23,235 | $44,425-47.7% | $67,834-65.7% | $55,167-57.9% |
| Participation rate | 50.7% | 59.7%-9.0pp | 68.8%-18.1pp | 69.0%-18.2pp |
| Annual return | 47.70% | 17.80%+29.9pp | 138.47%-90.8pp | 169.23%-121.5pp |
| Employer contribution / active EE | $538 | $1,351-60.2% | $2,403-77.6% | $1,963-72.6% |
| Participant deferral / active EE | $1,794 | $2,166-17.2% | $3,160-43.2% | $3,054-41.3% |
| Admin fee / account holder | $4,421 | $530+733.6% | $4,622-4.4% | $504+777.3% |