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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 | $33,538 | $51,166-34.5% | $70,544-52.5% | $71,511-53.1% |
| Participation rate | 44.0% | 59.4%-15.4pp | 68.4%-24.4pp | 67.9%-23.9pp |
| Annual return | 31.21% | 42.71%-11.5pp | 32.79%-1.6pp | 28.86%+2.4pp |
| Employer contribution / active EE | $2,149 | $1,793+19.8% | $2,976-27.8% | $2,589-17.0% |
| Participant deferral / active EE | $4,684 | $3,031+54.6% | $4,568+2.5% | $4,291+9.2% |
| Admin fee / account holder | $3,963 | $2,000+98.2% | $6,427-38.3% | $1,588+149.5% |