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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 | $54,334 | $88,186-38.4% | $165,071-67.1% | $74,459-27.0% |
| Participation rate | 30.5% | 73.1%-42.7pp | 78.6%-48.2pp | 67.2%-36.8pp |
| Annual return | 13.24% | 17.13%-3.9pp | 70.17%-56.9pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,566 | $2,600-39.8% | $4,347-64.0% | $2,626-40.3% |
| Participant deferral / active EE | $2,719 | $4,505-39.6% | $6,035-54.9% | $4,350-37.5% |
| Admin fee / account holder | $8,677 | $2,234+288.4% | $12,695-31.6% | $1,945+346.2% |