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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 | $40,791 | $83,045-50.9% | $130,026-68.6% | $71,495-42.9% |
| Participation rate | 64.9% | 74.1%-9.2pp | 78.5%-13.5pp | 67.9%-3.0pp |
| Annual return | 22.11% | 20.61%+1.5pp | -137.26%+159.4pp | 28.85%-6.7pp |
| Employer contribution / active EE | $2,464 | $2,623-6.1% | $4,321-43.0% | $2,589-4.9% |
| Participant deferral / active EE | $4,276 | $4,436-3.6% | $5,821-26.5% | $4,291-0.3% |
| Admin fee / account holder | $2,236 | $1,727+29.5% | $10,608-78.9% | $1,588+40.8% |