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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 | $33,111 | $45,343-27.0% | $150,298-78.0% | $67,986-51.3% |
| Participation rate | 55.8% | 51.9%+3.9pp | 77.8%-22.0pp | 57.2%-1.4pp |
| Annual return | 17.18% | 33.28%-16.1pp | 62.79%-45.6pp | 31.67%-14.5pp |
| Employer contribution / active EE | $505 | $1,462-65.5% | $4,154-87.8% | $2,019-75.0% |
| Participant deferral / active EE | $1,653 | $2,055-19.5% | $5,453-69.7% | $3,358-50.8% |
| Admin fee / account holder | $961 | $2,250-57.3% | $14,116-93.2% | $3,203-70.0% |