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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 | $45,642 | $83,369-45.3% | $105,223-56.6% | $67,986-32.9% |
| Participation rate | 38.5% | 56.3%-17.8pp | 75.0%-36.6pp | 57.2%-18.7pp |
| Annual return | 16.93% | 24.64%-7.7pp | 180.65%-163.7pp | 31.67%-14.7pp |
| Employer contribution / active EE | $880 | $2,541-65.4% | $3,689-76.1% | $2,019-56.4% |
| Participant deferral / active EE | $1,642 | $3,295-50.2% | $5,072-67.6% | $3,358-51.1% |
| Admin fee / account holder | $3,368 | $4,073-17.3% | $8,859-62.0% | $3,203+5.1% |