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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 | $40,469 | $88,186-54.1% | $165,071-75.5% | $74,459-45.6% |
| Participation rate | 56.5% | 73.1%-16.6pp | 78.6%-22.1pp | 67.2%-10.7pp |
| Annual return | 18.52% | 17.13%+1.4pp | 70.17%-51.6pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $1,592 | $2,600-38.8% | $4,347-63.4% | $2,626-39.4% |
| Participant deferral / active EE | $2,796 | $4,505-37.9% | $6,035-53.7% | $4,350-35.7% |
| Admin fee / account holder | $3,624 | $2,234+62.2% | $12,695-71.5% | $1,945+86.3% |