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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 | $26,115 | $51,166-49.0% | $70,544-63.0% | $71,511-63.5% |
| Participation rate | 53.6% | 59.4%-5.7pp | 68.4%-14.7pp | 67.9%-14.3pp |
| Annual return | 26.18% | 42.71%-16.5pp | 32.79%-6.6pp | 28.86%-2.7pp |
| Employer contribution / active EE | $1,381 | $1,793-23.0% | $2,976-53.6% | $2,589-46.7% |
| Participant deferral / active EE | $2,953 | $3,031-2.6% | $4,568-35.4% | $4,291-31.2% |
| Admin fee / account holder | $1,092 | $2,000-45.4% | $6,427-83.0% | $1,588-31.3% |