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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 | $87,465-56.5% | $122,979-69.1% | $65,306-41.8% |
| Participation rate | 44.9% | 66.0%-21.1pp | 77.2%-32.3pp | 57.7%-12.7pp |
| Annual return | 13.74% | 19.76%-6.0pp | 20.12%-6.4pp | 21.94%-8.2pp |
| Employer contribution / active EE | $1,062 | $2,156-50.8% | $3,062-65.3% | $1,967-46.0% |
| Participant deferral / active EE | $1,790 | $3,705-51.7% | $5,003-64.2% | $2,959-39.5% |
| Admin fee / account holder | $1,744 | $5,100-65.8% | $12,864-86.4% | $3,480-49.9% |