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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 | $29,628 | $41,016-27.8% | $152,093-80.5% | $64,097-53.8% |
| Participation rate | 35.0% | 51.3%-16.4pp | 77.8%-42.8pp | 55.2%-20.2pp |
| Annual return | 11.94% | 39.60%-27.7pp | 66.36%-54.4pp | 34.64%-22.7pp |
| Employer contribution / active EE | $841 | $1,342-37.3% | $4,175-79.8% | $1,891-55.5% |
| Participant deferral / active EE | $1,420 | $1,927-26.3% | $5,451-74.0% | $3,080-53.9% |
| Admin fee / account holder | $6,671 | $2,305+189.4% | $14,497-54.0% | $3,454+93.1% |