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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 | $38,306 | $54,729-30.0% | $86,235-55.6% | $71,529-46.4% |
| Participation rate | 39.7% | 60.1%-20.4pp | 69.0%-29.2pp | 67.9%-28.2pp |
| Annual return | 20.65% | 20.07%+0.6pp | 1170.03%-1149.4pp | 28.97%-8.3pp |
| Employer contribution / active EE | $1,002 | $1,267-20.9% | $2,381-57.9% | $2,590-61.3% |
| Participant deferral / active EE | $1,868 | $3,110-39.9% | $3,987-53.1% | $4,291-56.5% |
| Admin fee / account holder | $1,312 | $1,921-31.7% | $6,856-80.9% | $1,588-17.4% |