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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 | $41,367 | $83,843-50.7% | $123,973-66.6% | $65,306-36.7% |
| Participation rate | 54.4% | 56.0%-1.6pp | 76.7%-22.2pp | 57.7%-3.3pp |
| Annual return | 18.90% | 19.87%-1.0pp | 388.13%-369.2pp | 21.94%-3.0pp |
| Employer contribution / active EE | $1,819 | $2,873-36.7% | $4,126-55.9% | $1,967-7.6% |
| Participant deferral / active EE | $3,126 | $2,997+4.3% | $5,247-40.4% | $2,959+5.6% |
| Admin fee / account holder | $12,546 | $4,735+164.9% | $11,799+6.3% | $3,480+260.5% |