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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 | $70,641 | $83,369-15.3% | $105,223-32.9% | $67,986+3.9% |
| Participation rate | 47.3% | 56.3%-8.9pp | 75.0%-27.7pp | 57.2%-9.9pp |
| Annual return | 21.04% | 24.64%-3.6pp | 180.65%-159.6pp | 31.67%-10.6pp |
| Employer contribution / active EE | $1,036 | $2,541-59.2% | $3,689-71.9% | $2,019-48.7% |
| Participant deferral / active EE | $3,006 | $3,295-8.8% | $5,072-40.7% | $3,358-10.5% |
| Admin fee / account holder | $2,351 | $4,073-42.3% | $8,859-73.5% | $3,203-26.6% |