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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 | $31,592 | $50,812-37.8% | $155,602-79.7% | $77,692-59.3% |
| Participation rate | 27.8% | 63.1%-35.3pp | 78.2%-50.4pp | 70.6%-42.7pp |
| Annual return | 18.52% | 34.85%-16.3pp | 64.81%-46.3pp | 31.25%-12.7pp |
| Employer contribution / active EE | $501 | $1,989-74.8% | $4,675-89.3% | $2,726-81.6% |
| Participant deferral / active EE | $1,120 | $2,822-60.3% | $5,629-80.1% | $4,648-75.9% |
| Admin fee / account holder | $995 | $436+128.1% | $15,923-93.8% | $431+131.0% |