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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 | $46,688-10.9% | $189,758-78.1% | $69,733-40.3% |
| Participation rate | 64.0% | 61.7%+2.3pp | 79.8%-15.8pp | 62.5%+1.6pp |
| Annual return | 19.32% | 14.35%+5.0pp | 52.62%-33.3pp | 15.22%+4.1pp |
| Employer contribution / active EE | $662 | $1,695-60.9% | $4,767-86.1% | $2,250-70.6% |
| Participant deferral / active EE | $2,389 | $2,143+11.5% | $5,856-59.2% | $3,054-21.8% |
| Admin fee / account holder | $2,567 | $1,700+51.0% | $20,388-87.4% | $3,102-17.2% |