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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 | $40,919 | $36,595+11.8% | $88,179-53.6% | $71,012-42.4% |
| Participation rate | 31.8% | 29.2%+2.6pp | 69.1%-37.4pp | 58.6%-26.8pp |
| Annual return | 17.11% | 61.46%-44.4pp | 64.97%-47.9pp | 37.67%-20.6pp |
| Employer contribution / active EE | $0 | $787-100.0% | $2,549-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $2,189 | $1,195+83.2% | $4,614-52.6% | $3,246-32.6% |
| Admin fee / account holder | $727 | $2,755-73.6% | $7,673-90.5% | $1,167-37.7% |