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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 | $41,605 | $45,343-8.2% | $150,298-72.3% | $67,986-38.8% |
| Participation rate | 64.0% | 51.9%+12.2pp | 77.8%-13.7pp | 57.2%+6.8pp |
| Annual return | 19.32% | 33.28%-14.0pp | 62.79%-43.5pp | 31.67%-12.3pp |
| Employer contribution / active EE | $662 | $1,462-54.7% | $4,154-84.1% | $2,019-67.2% |
| Participant deferral / active EE | $2,389 | $2,055+16.3% | $5,453-56.2% | $3,358-28.9% |
| Admin fee / account holder | $2,567 | $2,250+14.1% | $14,116-81.8% | $3,203-19.8% |