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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 | $41,409 | $49,693-16.7% | $70,548-41.3% | $74,440-44.4% |
| Participation rate | 31.8% | 64.7%-32.8pp | 68.3%-36.5pp | 70.7%-38.9pp |
| Annual return | 28.32% | 21.22%+7.1pp | 32.78%-4.5pp | 34.37%-6.0pp |
| Employer contribution / active EE | $1,393 | $1,773-21.5% | $2,975-53.2% | $2,638-47.2% |
| Participant deferral / active EE | $2,383 | $3,376-29.4% | $4,567-47.8% | $4,529-47.4% |
| Admin fee / account holder | $2,933 | $316+828.9% | $6,424-54.3% | $348+743.1% |