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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 | $79,867-52.4% | $120,344-68.4% | $64,340-40.9% |
| Participation rate | 44.9% | 63.0%-18.0pp | 76.7%-31.8pp | 55.2%-10.3pp |
| Annual return | 13.74% | 21.10%-7.4pp | 20.30%-6.6pp | 24.14%-10.4pp |
| Employer contribution / active EE | $1,062 | $1,925-44.8% | $3,020-64.8% | $1,862-43.0% |
| Participant deferral / active EE | $1,790 | $3,593-50.2% | $5,135-65.1% | $2,980-40.0% |
| Admin fee / account holder | $1,744 | $5,039-65.4% | $12,742-86.3% | $3,703-52.9% |