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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 | $45,109-26.9% | $85,187-61.3% | $77,736-57.6% |
| Participation rate | 27.3% | 48.7%-21.3pp | 67.5%-40.2pp | 70.6%-43.2pp |
| Annual return | 44.41% | 79.55%-35.1pp | 66.67%-22.3pp | 31.26%+13.1pp |
| Employer contribution / active EE | $957 | $1,602-40.2% | $2,732-65.0% | $2,728-64.9% |
| Participant deferral / active EE | $2,065 | $2,814-26.6% | $4,525-54.4% | $4,651-55.6% |
| Admin fee / account holder | $3,866 | $915+322.6% | $6,162-37.3% | $433+792.2% |