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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 | $58,778-40.1% | $129,295-72.8% | $77,671-54.7% |
| Participation rate | 26.5% | 59.2%-32.8pp | 69.6%-43.1pp | 70.6%-44.1pp |
| Annual return | 21.45% | 24.73%-3.3pp | 9429.28%-9407.8pp | 31.21%-9.8pp |
| Employer contribution / active EE | $1,371 | $1,952-29.7% | $4,157-67.0% | $2,726-49.7% |
| Participant deferral / active EE | $1,676 | $3,212-47.8% | $4,169-59.8% | $4,648-63.9% |
| Admin fee / account holder | $2,176 | $589+269.1% | $7,665-71.6% | $430+405.6% |