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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 | $18,159 | $45,343-60.0% | $150,298-87.9% | $67,986-73.3% |
| Participation rate | 43.9% | 51.9%-8.0pp | 77.8%-33.9pp | 57.2%-13.3pp |
| Annual return | 31.85% | 33.28%-1.4pp | 62.79%-30.9pp | 31.67%+0.2pp |
| Employer contribution / active EE | $797 | $1,462-45.5% | $4,154-80.8% | $2,019-60.5% |
| Participant deferral / active EE | $1,400 | $2,055-31.9% | $5,453-74.3% | $3,358-58.3% |
| Admin fee / account holder | $906 | $2,250-59.7% | $14,116-93.6% | $3,203-71.7% |