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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 | $34,804 | $47,448-26.6% | $94,993-63.4% | $62,293-44.1% |
| Participation rate | 64.0% | 66.5%-2.5pp | 73.9%-9.9pp | 69.5%-5.6pp |
| Annual return | 56.16% | 22.64%+33.5pp | 27.14%+29.0pp | 28.90%+27.3pp |
| Employer contribution / active EE | $397 | $1,300-69.5% | $2,603-84.8% | $2,042-80.6% |
| Participant deferral / active EE | $2,478 | $2,375+4.4% | $3,317-25.3% | $3,169-21.8% |
| Admin fee / account holder | $4,304 | $434+890.9% | $4,960-13.2% | $479+797.9% |