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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 | $50,833 | $79,634-36.2% | $183,328-72.3% | $79,634-36.2% |
| Participation rate | 26.9% | 62.5%-35.5pp | 77.3%-50.4pp | 62.5%-35.5pp |
| Annual return | 17.62% | 36.46%-18.8pp | 29.67%-12.0pp | 36.46%-18.8pp |
| Employer contribution / active EE | $1,207 | $2,529-52.3% | $5,055-76.1% | $2,529-52.3% |
| Participant deferral / active EE | $1,919 | $3,835-50.0% | $6,795-71.8% | $3,835-50.0% |
| Admin fee / account holder | $2,509 | $1,002+150.4% | $21,427-88.3% | $1,002+150.4% |