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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 | $32,959 | $44,980-26.7% | $85,063-61.3% | $77,692-57.6% |
| Participation rate | 27.3% | 48.6%-21.3pp | 67.5%-40.2pp | 70.6%-43.2pp |
| Annual return | 44.41% | 79.13%-34.7pp | 66.54%-22.1pp | 31.25%+13.2pp |
| Employer contribution / active EE | $957 | $1,607-40.5% | $2,727-64.9% | $2,726-64.9% |
| Participant deferral / active EE | $2,065 | $2,804-26.3% | $4,523-54.3% | $4,648-55.6% |
| Admin fee / account holder | $3,866 | $911+324.2% | $6,155-37.2% | $431+798.0% |