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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 | $80,674-42.4% | $119,126-61.0% | $64,340-27.8% |
| Participation rate | 51.9% | 55.2%-3.4pp | 75.8%-23.9pp | 55.2%-3.4pp |
| Annual return | 18.76% | 26.86%-8.1pp | 282.11%-263.3pp | 24.14%-5.4pp |
| Employer contribution / active EE | $808 | $2,564-68.5% | $4,034-80.0% | $1,862-56.6% |
| Participant deferral / active EE | $2,645 | $3,053-13.4% | $5,318-50.3% | $2,980-11.3% |
| Admin fee / account holder | $1,774 | $4,559-61.1% | $10,693-83.4% | $3,703-52.1% |