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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 | $30,276 | $55,472-45.4% | $155,567-80.5% | $74,546-59.4% |
| Participation rate | 39.2% | 61.9%-22.7pp | 78.2%-39.0pp | 67.2%-28.0pp |
| Annual return | 11.52% | 268.72%-257.2pp | 64.74%-53.2pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $531 | $2,269-76.6% | $4,674-88.6% | $2,624-79.7% |
| Participant deferral / active EE | $1,285 | $2,838-54.7% | $5,628-77.2% | $4,347-70.4% |
| Admin fee / account holder | $4,321 | $1,743+147.9% | $15,916-72.9% | $1,944+122.3% |