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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 | $22,050 | $61,356-64.1% | $149,696-85.3% | $71,511-69.2% |
| Participation rate | 65.5% | 62.5%+3.0pp | 78.8%-13.2pp | 67.9%-2.4pp |
| Annual return | 21.99% | 35.86%-13.9pp | 134.46%-112.5pp | 28.86%-6.9pp |
| Employer contribution / active EE | $908 | $2,382-61.9% | $4,821-81.2% | $2,589-64.9% |
| Participant deferral / active EE | $1,251 | $2,920-57.2% | $5,682-78.0% | $4,291-70.9% |
| Admin fee / account holder | $963 | $1,263-23.8% | $13,212-92.7% | $1,588-39.4% |