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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 | $43,496-4.3% | $161,489-74.2% | $64,340-35.3% |
| Participation rate | 64.0% | 53.5%+10.5pp | 78.7%-14.7pp | 55.2%+8.8pp |
| Annual return | 19.32% | 20.76%-1.4pp | 89.72%-70.4pp | 24.14%-4.8pp |
| Employer contribution / active EE | $662 | $1,431-53.7% | $4,268-84.5% | $1,862-64.4% |
| Participant deferral / active EE | $2,389 | $1,996+19.7% | $5,630-57.6% | $2,980-19.8% |
| Admin fee / account holder | $2,567 | $2,330+10.2% | $16,006-84.0% | $3,703-30.7% |