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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 | $45,637 | $75,058-39.2% | $152,301-70.0% | $64,340-29.1% |
| Participation rate | 43.4% | 60.9%-17.5pp | 82.4%-39.1pp | 55.2%-11.9pp |
| Annual return | 29.17% | 29.93%-0.8pp | 80.50%-51.3pp | 24.14%+5.0pp |
| Employer contribution / active EE | $1,261 | $2,605-51.6% | $4,624-72.7% | $1,862-32.2% |
| Participant deferral / active EE | $2,748 | $5,041-45.5% | $8,004-65.7% | $2,980-7.8% |
| Admin fee / account holder | $4,938 | $4,050+21.9% | $14,398-65.7% | $3,703+33.4% |