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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 | $40,371 | $91,474-55.9% | $135,982-70.3% | $71,529-43.6% |
| Participation rate | 30.2% | 75.7%-45.5pp | 81.9%-51.7pp | 67.9%-37.7pp |
| Annual return | 16.58% | 29.89%-13.3pp | 68.32%-51.7pp | 28.97%-12.4pp |
| Employer contribution / active EE | $1,282 | $3,705-65.4% | $4,859-73.6% | $2,590-50.5% |
| Participant deferral / active EE | $3,934 | $7,095-44.6% | $7,760-49.3% | $4,291-8.3% |
| Admin fee / account holder | $1,834 | $1,267+44.7% | $10,767-83.0% | $1,588+15.4% |