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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 | $35,765 | $65,246-45.2% | $98,716-63.8% | $67,986-47.4% |
| Participation rate | 33.7% | 51.4%-17.7pp | 69.3%-35.6pp | 57.2%-23.5pp |
| Annual return | 18.47% | 20.58%-2.1pp | 31.81%-13.3pp | 31.67%-13.2pp |
| Employer contribution / active EE | $327 | $1,042-68.6% | $2,279-85.6% | $2,019-83.8% |
| Participant deferral / active EE | $1,227 | $2,594-52.7% | $4,048-69.7% | $3,358-63.5% |
| Admin fee / account holder | $2,744 | $4,561-39.8% | $8,703-68.5% | $3,203-14.3% |