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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 | $36,176 | $63,904-43.4% | $89,340-59.5% | $67,986-46.8% |
| Participation rate | 39.2% | 54.3%-15.1pp | 69.6%-30.3pp | 57.2%-18.0pp |
| Annual return | 191.12% | 18.09%+173.0pp | 20.57%+170.5pp | 31.67%+159.5pp |
| Employer contribution / active EE | $1,015 | $1,627-37.7% | $2,231-54.5% | $2,019-49.7% |
| Participant deferral / active EE | $1,825 | $2,691-32.2% | $3,823-52.3% | $3,358-45.7% |
| Admin fee / account holder | $6,918 | $3,315+108.7% | $6,704+3.2% | $3,203+116.0% |