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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 | $38,147 | $91,474-58.3% | $135,982-71.9% | $71,529-46.7% |
| Participation rate | 48.0% | 75.7%-27.6pp | 81.9%-33.9pp | 67.9%-19.9pp |
| Annual return | 27.35% | 29.89%-2.5pp | 68.32%-41.0pp | 28.97%-1.6pp |
| Employer contribution / active EE | $2,363 | $3,705-36.2% | $4,859-51.4% | $2,590-8.7% |
| Participant deferral / active EE | $4,577 | $7,095-35.5% | $7,760-41.0% | $4,291+6.7% |
| Admin fee / account holder | $3,702 | $1,267+192.2% | $10,767-65.6% | $1,588+133.1% |