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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 | $26,908 | $65,428-58.9% | $169,397-84.1% | $71,529-62.4% |
| Participation rate | 52.4% | 66.9%-14.5pp | 77.2%-24.8pp | 67.9%-15.5pp |
| Annual return | 21.34% | 21.35%0pp | 406.23%-384.9pp | 28.97%-7.6pp |
| Employer contribution / active EE | $1,312 | $2,064-36.4% | $4,013-67.3% | $2,590-49.3% |
| Participant deferral / active EE | $2,201 | $4,360-49.5% | $6,223-64.6% | $4,291-48.7% |
| Admin fee / account holder | $924 | $1,328-30.4% | $9,017-89.8% | $1,588-41.8% |