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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 | $31,126 | $110,483-71.8% | $145,433-78.6% | $79,634-60.9% |
| Participation rate | 15.0% | 71.1%-56.1pp | 82.1%-67.1pp | 62.5%-47.5pp |
| Annual return | 15.34% | 24.62%-9.3pp | 66.58%-51.2pp | 36.46%-21.1pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,291 | $7,216-68.3% | $7,897-71.0% | $3,835-40.3% |
| Admin fee / account holder | $6,838 | $680+905.4% | $13,129-47.9% | $1,002+582.5% |