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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 | $80,332-43.2% | $107,187-57.4% | $64,097-28.8% |
| Participation rate | 38.5% | 54.4%-15.9pp | 75.0%-36.6pp | 55.2%-16.7pp |
| Annual return | 16.93% | 24.26%-7.3pp | 204.55%-187.6pp | 34.64%-17.7pp |
| Employer contribution / active EE | $880 | $2,501-64.8% | $3,782-76.7% | $1,891-53.5% |
| Participant deferral / active EE | $1,642 | $3,109-47.2% | $5,096-67.8% | $3,080-46.7% |
| Admin fee / account holder | $3,368 | $4,314-21.9% | $9,162-63.2% | $3,454-2.5% |