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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 | $16,769 | $58,057-71.1% | $97,032-82.7% | $86,983-80.7% |
| Participation rate | 64.4% | 60.4%+4.0pp | 71.6%-7.2pp | 69.5%-5.1pp |
| Annual return | 18.12% | 22.26%-4.1pp | 35.38%-17.3pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,111 | $1,663-33.2% | $2,629-57.7% | $2,584-57.0% |
| Participant deferral / active EE | $2,138 | $3,244-34.1% | $4,672-54.2% | $4,194-49.0% |
| Admin fee / account holder | $1,023 | $4,839-78.8% | $9,418-89.1% | $7,856-87.0% |