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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 | $46,460 | $83,369-44.3% | $105,223-55.8% | $67,986-31.7% |
| Participation rate | 51.9% | 56.3%-4.4pp | 75.0%-23.2pp | 57.2%-5.4pp |
| Annual return | 18.76% | 24.64%-5.9pp | 180.65%-161.9pp | 31.67%-12.9pp |
| Employer contribution / active EE | $808 | $2,541-68.2% | $3,689-78.1% | $2,019-60.0% |
| Participant deferral / active EE | $2,645 | $3,295-19.7% | $5,072-47.9% | $3,358-21.2% |
| Admin fee / account holder | $1,774 | $4,073-56.4% | $8,859-80.0% | $3,203-44.6% |