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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 | $50,902-18.8% | $155,534-73.4% | $77,736-46.9% |
| Participation rate | 13.1% | 63.1%-49.9pp | 78.2%-65.1pp | 70.6%-57.4pp |
| Annual return | 20.06% | 34.85%-14.8pp | 64.92%-44.9pp | 31.26%-11.2pp |
| Employer contribution / active EE | $992 | $1,991-50.2% | $4,675-78.8% | $2,728-63.6% |
| Participant deferral / active EE | $2,639 | $2,824-6.5% | $5,630-53.1% | $4,651-43.2% |
| Admin fee / account holder | $2,489 | $437+469.6% | $15,900-84.3% | $433+474.4% |