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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 | $33,443 | $36,002-7.1% | $161,489-79.3% | $64,728-48.3% |
| Participation rate | 41.7% | 57.4%-15.7pp | 78.7%-37.0pp | 57.9%-16.2pp |
| Annual return | 31.97% | 33.93%-2.0pp | 89.72%-57.8pp | 49.38%-17.4pp |
| Employer contribution / active EE | $705 | $1,380-48.9% | $4,268-83.5% | $2,243-68.6% |
| Participant deferral / active EE | $2,112 | $1,815+16.4% | $5,630-62.5% | $2,729-22.6% |
| Admin fee / account holder | $1,749 | $931+88.0% | $16,006-89.1% | $1,145+52.7% |