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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 | $28,023 | $43,749-35.9% | $158,223-82.3% | $65,306-57.1% |
| Participation rate | 45.4% | 56.9%-11.5pp | 79.2%-33.8pp | 57.7%-12.3pp |
| Annual return | 27.18% | 19.41%+7.8pp | 52.09%-24.9pp | 21.94%+5.2pp |
| Employer contribution / active EE | $1,313 | $1,497-12.3% | $4,109-68.1% | $1,967-33.3% |
| Participant deferral / active EE | $2,724 | $2,019+34.9% | $5,467-50.2% | $2,959-7.9% |
| Admin fee / account holder | $3,826 | $1,930+98.2% | $16,047-76.2% | $3,480+9.9% |