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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 | $43,496-58.3% | $161,489-88.8% | $64,340-71.8% |
| Participation rate | 43.9% | 53.5%-9.6pp | 78.7%-34.8pp | 55.2%-11.3pp |
| Annual return | 31.85% | 20.76%+11.1pp | 89.72%-57.9pp | 24.14%+7.7pp |
| Employer contribution / active EE | $797 | $1,431-44.3% | $4,268-81.3% | $1,862-57.2% |
| Participant deferral / active EE | $1,400 | $1,996-29.9% | $5,630-75.1% | $2,980-53.0% |
| Admin fee / account holder | $906 | $2,330-61.1% | $16,006-94.3% | $3,703-75.5% |