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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 | $27,838 | $64,705-57.0% | $62,929-55.8% | $67,986-59.1% |
| Participation rate | 59.6% | 65.6%-5.9pp | 73.1%-13.5pp | 57.2%+2.4pp |
| Annual return | 15.28% | 20.31%-5.0pp | 1063.93%-1048.6pp | 31.67%-16.4pp |
| Employer contribution / active EE | $1,150 | $2,376-51.6% | $2,505-54.1% | $2,019-43.0% |
| Participant deferral / active EE | $2,216 | $3,198-30.7% | $3,888-43.0% | $3,358-34.0% |
| Admin fee / account holder | $2,820 | $1,428+97.5% | $5,065-44.3% | $3,203-12.0% |