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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,854 | $148,629-88.7% | $135,982-87.6% | $139,487-87.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 12.16% | 79.33%-67.2pp | 68.32%-56.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,150 | $5,247-78.1% | $4,859-76.3% | $4,755-75.8% |
| Participant deferral / active EE | $3,459 | $8,102-57.3% | $7,760-55.4% | $6,713-48.5% |
| Admin fee / account holder | $11,230 | $12,406-9.5% | $10,767+4.3% | $11,407-1.6% |