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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 | $60,442-72.3% | $96,754-82.7% | $87,485-80.8% |
| Participation rate | 64.4% | 58.7%+5.7pp | 70.3%-5.9pp | 68.9%-4.5pp |
| Annual return | 18.12% | 21.97%-3.9pp | 82.04%-63.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,111 | $1,691-34.3% | $2,679-58.5% | $2,596-57.2% |
| Participant deferral / active EE | $2,138 | $3,280-34.8% | $4,758-55.1% | $4,274-50.0% |
| Admin fee / account holder | $1,023 | $5,069-79.8% | $8,905-88.5% | $7,775-86.8% |