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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 | $45,260 | $61,356-26.2% | $149,696-69.8% | $71,511-36.7% |
| Participation rate | 61.0% | 62.5%-1.6pp | 78.8%-17.8pp | 67.9%-7.0pp |
| Annual return | 23.29% | 35.86%-12.6pp | 134.46%-111.2pp | 28.86%-5.6pp |
| Employer contribution / active EE | $619 | $2,382-74.0% | $4,821-87.2% | $2,589-76.1% |
| Participant deferral / active EE | $1,903 | $2,920-34.8% | $5,682-66.5% | $4,291-55.7% |
| Admin fee / account holder | $12,207 | $1,263+866.3% | $13,212-7.6% | $1,588+668.5% |