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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 | $56,376 | $65,246-13.6% | $98,716-42.9% | $67,986-17.1% |
| Participation rate | 43.7% | 51.4%-7.7pp | 69.3%-25.6pp | 57.2%-13.5pp |
| Annual return | 24.51% | 20.58%+3.9pp | 31.81%-7.3pp | 31.67%-7.2pp |
| Employer contribution / active EE | $567 | $1,042-45.6% | $2,279-75.1% | $2,019-71.9% |
| Participant deferral / active EE | $1,756 | $2,594-32.3% | $4,048-56.6% | $3,358-47.7% |
| Admin fee / account holder | $4,475 | $4,561-1.9% | $8,703-48.6% | $3,203+39.7% |