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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 | $41,175 | $61,391-32.9% | $149,723-72.5% | $71,529-42.4% |
| Participation rate | 57.6% | 62.5%-5.0pp | 78.8%-21.2pp | 67.9%-10.4pp |
| Annual return | 18.39% | 35.88%-17.5pp | 134.50%-116.1pp | 28.97%-10.6pp |
| Employer contribution / active EE | $1,369 | $2,384-42.6% | $4,821-71.6% | $2,590-47.1% |
| Participant deferral / active EE | $1,973 | $2,921-32.5% | $5,682-65.3% | $4,291-54.0% |
| Admin fee / account holder | $6,678 | $1,264+428.2% | $13,215-49.5% | $1,588+320.4% |