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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 | $38,590 | $45,109-14.5% | $85,187-54.7% | $77,736-50.4% |
| Participation rate | 23.8% | 48.7%-24.9pp | 67.5%-43.8pp | 70.6%-46.8pp |
| Annual return | 31.14% | 79.55%-48.4pp | 66.67%-35.5pp | 31.26%-0.1pp |
| Employer contribution / active EE | $731 | $1,602-54.3% | $2,732-73.2% | $2,728-73.2% |
| Participant deferral / active EE | $1,288 | $2,814-54.2% | $4,525-71.5% | $4,651-72.3% |
| Admin fee / account holder | $2,469 | $915+169.8% | $6,162-59.9% | $433+469.7% |