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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 | $31,012 | $93,598-66.9% | $135,974-77.2% | $75,173-58.7% |
| Participation rate | 60.4% | 75.2%-14.8pp | 81.9%-21.5pp | 67.2%-6.8pp |
| Annual return | 21.13% | 30.89%-9.8pp | 68.30%-47.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $1,356 | $3,538-61.7% | $4,859-72.1% | $2,671-49.2% |
| Participant deferral / active EE | $3,930 | $6,405-38.6% | $7,760-49.3% | $4,126-4.7% |
| Admin fee / account holder | $3,999 | $6,978-42.7% | $10,767-62.9% | $5,651-29.2% |