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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 | $23,607 | $46,464-49.2% | $150,298-84.3% | $79,634-70.4% |
| Participation rate | 14.4% | 57.0%-42.6pp | 77.8%-63.4pp | 62.5%-48.1pp |
| Annual return | 13.30% | 27.89%-14.6pp | 62.79%-49.5pp | 36.46%-23.2pp |
| Employer contribution / active EE | $385 | $1,512-74.5% | $4,154-90.7% | $2,529-84.8% |
| Participant deferral / active EE | $803 | $2,157-62.7% | $5,453-85.3% | $3,835-79.0% |
| Admin fee / account holder | $6,110 | $891+586.0% | $14,116-56.7% | $1,002+509.8% |