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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 | $43,440 | $43,496-0.1% | $161,489-73.1% | $64,340-32.5% |
| Participation rate | 53.7% | 53.5%+0.2pp | 78.7%-25.0pp | 55.2%-1.5pp |
| Annual return | 19.09% | 20.76%-1.7pp | 89.72%-70.6pp | 24.14%-5.1pp |
| Employer contribution / active EE | $738 | $1,431-48.4% | $4,268-82.7% | $1,862-60.4% |
| Participant deferral / active EE | $2,453 | $1,996+22.9% | $5,630-56.4% | $2,980-17.7% |
| Admin fee / account holder | $3,320 | $2,330+42.5% | $16,006-79.3% | $3,703-10.3% |