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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 | $12,728 | $77,920-83.7% | $149,723-91.5% | $75,177-83.1% |
| Participation rate | 61.8% | 65.6%-3.7pp | 78.8%-16.9pp | 67.2%-5.4pp |
| Annual return | 17.86% | 31.72%-13.9pp | 134.50%-116.6pp | 160.75%-142.9pp |
| Employer contribution / active EE | $1,258 | $3,138-59.9% | $4,821-73.9% | $2,671-52.9% |
| Participant deferral / active EE | $1,963 | $3,411-42.4% | $5,682-65.4% | $4,126-52.4% |
| Admin fee / account holder | $647 | $5,951-89.1% | $13,215-95.1% | $5,651-88.6% |