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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 | $11,131 | $38,967-71.4% | $86,233-87.1% | $79,634-86.0% |
| Participation rate | 49.0% | 34.1%+15.0pp | 69.0%-20.0pp | 62.5%-13.5pp |
| Annual return | 27.09% | 49.90%-22.8pp | 61.39%-34.3pp | 36.46%-9.4pp |
| Employer contribution / active EE | $978 | $868+12.6% | $2,504-60.9% | $2,529-61.3% |
| Participant deferral / active EE | $1,709 | $1,663+2.8% | $4,559-62.5% | $3,835-55.4% |
| Admin fee / account holder | $951 | $2,660-64.3% | $8,342-88.6% | $1,002-5.1% |