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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 | $31,730 | $50,192-36.8% | $108,359-70.7% | $64,728-51.0% |
| Participation rate | 39.5% | 41.8%-2.3pp | 70.1%-30.6pp | 57.9%-18.4pp |
| Annual return | 19.46% | 14.22%+5.2pp | 36.89%-17.4pp | 49.38%-29.9pp |
| Employer contribution / active EE | $1,306 | $1,117+16.9% | $2,399-45.6% | $2,243-41.8% |
| Participant deferral / active EE | $1,733 | $1,676+3.4% | $4,137-58.1% | $2,729-36.5% |
| Admin fee / account holder | $3,241 | $2,161+50.0% | $9,741-66.7% | $1,145+183.0% |