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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 | $81,284 | $80,781+0.6% | $102,437-20.7% | $74,478+9.1% |
| Participation rate | 47.0% | 65.7%-18.6pp | 74.5%-27.5pp | 67.2%-20.2pp |
| Annual return | 13.77% | 27.58%-13.8pp | 24.95%-11.2pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,947 | $3,160-38.4% | $3,871-49.7% | $2,626-25.9% |
| Participant deferral / active EE | $3,850 | $3,862-0.3% | $5,060-23.9% | $4,350-11.5% |
| Admin fee / account holder | $4,521 | $2,372+90.6% | $8,388-46.1% | $1,946+132.3% |