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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 | $24,183 | $75,183-67.8% | $123,894-80.5% | $55,167-56.2% |
| Participation rate | 53.8% | 72.8%-19.0pp | 81.4%-27.6pp | 69.0%-15.1pp |
| Annual return | 13.30% | 19.01%-5.7pp | 47.52%-34.2pp | 169.23%-155.9pp |
| Employer contribution / active EE | $1,136 | $2,823-59.8% | $4,617-75.4% | $1,963-42.1% |
| Participant deferral / active EE | $2,592 | $5,084-49.0% | $5,984-56.7% | $3,054-15.1% |
| Admin fee / account holder | $4,735 | $663+614.7% | $8,357-43.3% | $504+839.7% |