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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 | $38,933 | $55,423-29.8% | $155,602-75.0% | $74,400-47.7% |
| Participation rate | 39.8% | 61.9%-22.1pp | 78.2%-38.4pp | 67.2%-27.4pp |
| Annual return | 21.25% | 269.07%-247.8pp | 64.81%-43.6pp | 1367.51%-1346.3pp |
| Employer contribution / active EE | $1,103 | $2,266-51.3% | $4,675-76.4% | $2,624-58.0% |
| Participant deferral / active EE | $2,462 | $2,835-13.1% | $5,629-56.3% | $4,348-43.4% |
| Admin fee / account holder | $714 | $1,744-59.1% | $15,923-95.5% | $1,944-63.3% |