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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 | $38,009 | $85,515-55.6% | $112,040-66.1% | $67,986-44.1% |
| Participation rate | 44.9% | 68.2%-23.3pp | 76.5%-31.6pp | 57.2%-12.3pp |
| Annual return | 13.74% | 29.68%-15.9pp | 24.52%-10.8pp | 31.67%-17.9pp |
| Employer contribution / active EE | $1,062 | $2,191-51.5% | $2,954-64.1% | $2,019-47.4% |
| Participant deferral / active EE | $1,790 | $4,014-55.4% | $5,098-64.9% | $3,358-46.7% |
| Admin fee / account holder | $1,744 | $3,774-53.8% | $12,098-85.6% | $3,203-45.6% |