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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 | $88,360-48.4% | $145,433-68.6% | $67,986-32.9% |
| Participation rate | 43.4% | 65.5%-22.1pp | 82.1%-38.7pp | 57.2%-13.8pp |
| Annual return | 29.17% | 63.15%-34.0pp | 66.58%-37.4pp | 31.67%-2.5pp |
| Employer contribution / active EE | $1,261 | $3,054-58.7% | $4,554-72.3% | $2,019-37.5% |
| Participant deferral / active EE | $2,748 | $5,932-53.7% | $7,897-65.2% | $3,358-18.2% |
| Admin fee / account holder | $4,938 | $3,313+49.0% | $13,129-62.4% | $3,203+54.2% |