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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 | $35,215 | $58,969-40.3% | $129,406-72.8% | $77,762-54.7% |
| Participation rate | 26.5% | 59.5%-33.0pp | 69.6%-43.2pp | 70.6%-44.1pp |
| Annual return | 21.45% | 24.78%-3.3pp | 9468.18%-9446.7pp | 31.27%-9.8pp |
| Employer contribution / active EE | $1,371 | $1,959-30.0% | $4,155-67.0% | $2,728-49.7% |
| Participant deferral / active EE | $1,676 | $3,224-48.0% | $4,167-59.8% | $4,651-64.0% |
| Admin fee / account holder | $2,176 | $593+267.1% | $7,689-71.7% | $433+402.6% |