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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 | $35,042 | $58,655-40.3% | $91,994-61.9% | $65,185-46.2% |
| Participation rate | 68.3% | 75.3%-7.0pp | 78.6%-10.3pp | 70.2%-1.9pp |
| Annual return | 22.38% | 33.92%-11.5pp | 69.03%-46.6pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,086 | $2,080-47.8% | $3,452-68.6% | $2,177-50.1% |
| Participant deferral / active EE | $3,504 | $5,474-36.0% | $5,923-40.9% | $3,514-0.3% |
| Admin fee / account holder | $6,498 | $434+1396.5% | $7,743-16.1% | $847+667.0% |