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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 | $41,311 | $50,820-18.7% | $155,567-73.4% | $77,671-46.8% |
| Participation rate | 13.1% | 63.1%-50.0pp | 78.2%-65.0pp | 70.6%-57.4pp |
| Annual return | 20.06% | 34.85%-14.8pp | 64.74%-44.7pp | 31.21%-11.1pp |
| Employer contribution / active EE | $992 | $1,993-50.2% | $4,674-78.8% | $2,726-63.6% |
| Participant deferral / active EE | $2,639 | $2,823-6.5% | $5,628-53.1% | $4,648-43.2% |
| Admin fee / account holder | $2,489 | $436+471.0% | $15,916-84.4% | $430+478.3% |