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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 | $42,319 | $61,338-31.0% | $149,717-71.7% | $71,495-40.8% |
| Participation rate | 57.1% | 62.5%-5.4pp | 78.8%-21.6pp | 67.9%-10.8pp |
| Annual return | 21.14% | 35.86%-14.7pp | 134.41%-113.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $1,048 | $2,381-56.0% | $4,820-78.3% | $2,589-59.5% |
| Participant deferral / active EE | $2,336 | $2,919-20.0% | $5,682-58.9% | $4,291-45.6% |
| Admin fee / account holder | $4,176 | $1,263+230.7% | $13,213-68.4% | $1,588+163.0% |