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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 | $43,372 | $80,763-46.3% | $102,412-57.6% | $74,459-41.8% |
| Participation rate | 52.2% | 65.7%-13.5pp | 74.5%-22.3pp | 67.2%-15.0pp |
| Annual return | 24.11% | 27.57%-3.5pp | 24.94%-0.8pp | 1369.70%-1345.6pp |
| Employer contribution / active EE | $1,480 | $3,160-53.2% | $3,870-61.8% | $2,626-43.6% |
| Participant deferral / active EE | $2,695 | $3,862-30.2% | $5,060-46.8% | $4,350-38.1% |
| Admin fee / account holder | $3,325 | $2,371+40.2% | $8,388-60.4% | $1,945+71.0% |