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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 | $76,642-29.3% | $146,866-63.1% | $65,306-17.1% |
| Participation rate | 40.7% | 61.2%-20.5pp | 82.5%-41.8pp | 57.7%-17.0pp |
| Annual return | 16.75% | 33.40%-16.7pp | 102.85%-86.1pp | 21.94%-5.2pp |
| Employer contribution / active EE | $1,197 | $2,621-54.3% | $4,425-73.0% | $1,967-39.2% |
| Participant deferral / active EE | $2,425 | $4,864-50.1% | $7,759-68.7% | $2,959-18.0% |
| Admin fee / account holder | $2,960 | $3,960-25.3% | $13,620-78.3% | $3,480-14.9% |