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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 | $20,302 | $75,962-73.3% | $154,108-86.8% | $64,173-68.4% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | 7.53% | 30.32%-22.8pp | 735.21%-727.7pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,155 | $3,350-65.5% | $5,298-78.2% | $2,381-51.5% |
| Participant deferral / active EE | $921 | $3,175-71.0% | $5,081-81.9% | $3,470-73.5% |
| Admin fee / account holder | $2,069 | $5,589-63.0% | $13,411-84.6% | $4,887-57.7% |