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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 | $34,896 | $79,184-55.9% | $102,438-65.9% | $74,546-53.2% |
| Participation rate | 48.3% | 74.8%-26.5pp | 76.5%-28.2pp | 67.2%-18.9pp |
| Annual return | 26.88% | 54.95%-28.1pp | 29.37%-2.5pp | 1366.03%-1339.2pp |
| Employer contribution / active EE | $1,486 | $2,362-37.1% | $3,024-50.9% | $2,624-43.4% |
| Participant deferral / active EE | $2,473 | $4,414-44.0% | $5,054-51.1% | $4,347-43.1% |
| Admin fee / account holder | $6,928 | $2,001+246.2% | $9,448-26.7% | $1,944+256.4% |