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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 | $68,644 | $83,045-17.3% | $130,045-47.2% | $71,511-4.0% |
| Participation rate | 49.4% | 74.1%-24.7pp | 78.5%-29.1pp | 67.9%-18.5pp |
| Annual return | 35.94% | 20.61%+15.3pp | -137.30%+173.2pp | 28.86%+7.1pp |
| Employer contribution / active EE | $940 | $2,623-64.2% | $4,321-78.2% | $2,589-63.7% |
| Participant deferral / active EE | $2,746 | $4,436-38.1% | $5,820-52.8% | $4,291-36.0% |
| Admin fee / account holder | $1,660 | $1,727-3.9% | $10,600-84.3% | $1,588+4.5% |