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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 | $44,541 | $50,820-12.4% | $155,567-71.4% | $77,671-42.7% |
| Participation rate | 14.5% | 63.1%-48.6pp | 78.2%-63.7pp | 70.6%-56.1pp |
| Annual return | 12.27% | 34.85%-22.6pp | 64.74%-52.5pp | 31.21%-18.9pp |
| Employer contribution / active EE | $587 | $1,993-70.6% | $4,674-87.5% | $2,726-78.5% |
| Participant deferral / active EE | $1,198 | $2,823-57.6% | $5,628-78.7% | $4,648-74.2% |
| Admin fee / account holder | $3,551 | $436+714.7% | $15,916-77.7% | $430+725.2% |