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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 | $26,282 | $81,331-67.7% | $155,534-83.1% | $80,935-67.5% |
| Participation rate | 68.4% | 66.3%+2.1pp | 78.2%-9.9pp | 67.7%+0.7pp |
| Annual return | 13.09% | 33.37%-20.3pp | 64.92%-51.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $995 | $3,105-68.0% | $4,675-78.7% | $2,757-63.9% |
| Participant deferral / active EE | $2,144 | $3,454-37.9% | $5,630-61.9% | $4,299-50.1% |
| Admin fee / account holder | $3,300 | $7,999-58.7% | $15,900-79.2% | $6,924-52.3% |