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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 | $33,470 | $56,047-40.3% | $98,716-66.1% | $79,634-58.0% |
| Participation rate | 42.0% | 54.6%-12.6pp | 69.3%-27.3pp | 62.5%-20.5pp |
| Annual return | 19.74% | 17.58%+2.2pp | 31.81%-12.1pp | 36.46%-16.7pp |
| Employer contribution / active EE | $1,317 | $1,237+6.5% | $2,279-42.2% | $2,529-47.9% |
| Participant deferral / active EE | $2,444 | $2,469-1.0% | $4,048-39.6% | $3,835-36.3% |
| Admin fee / account holder | $1,462 | $1,512-3.3% | $8,703-83.2% | $1,002+46.0% |