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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 | $25,171 | $65,322-61.5% | $70,494-64.3% | $73,497-65.8% |
| Participation rate | 53.6% | 77.0%-23.4pp | 75.1%-21.5pp | 70.7%-17.1pp |
| Annual return | 22.75% | 15.71%+7.0pp | 109.16%-86.4pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,763 | $2,460-28.3% | $2,738-35.6% | $2,270-22.3% |
| Participant deferral / active EE | $3,246 | $3,375-3.8% | $3,711-12.5% | $3,740-13.2% |
| Admin fee / account holder | $2,602 | $214+1115.9% | $3,848-32.4% | $513+407.2% |