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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 | $54,168 | $82,133-34.0% | $147,318-63.2% | $64,097-15.5% |
| Participation rate | 40.7% | 62.3%-21.6pp | 82.1%-41.4pp | 55.2%-14.5pp |
| Annual return | 16.75% | 78.78%-62.0pp | 70.43%-53.7pp | 34.64%-17.9pp |
| Employer contribution / active EE | $1,197 | $2,872-58.3% | $4,593-73.9% | $1,891-36.7% |
| Participant deferral / active EE | $2,425 | $5,407-55.1% | $7,906-69.3% | $3,080-21.3% |
| Admin fee / account holder | $2,960 | $3,730-20.6% | $13,708-78.4% | $3,454-14.3% |