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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 | $16,106 | $43,749-63.2% | $158,223-89.8% | $65,306-75.3% |
| Participation rate | 66.7% | 56.9%+9.8pp | 79.2%-12.5pp | 57.7%+9.0pp |
| Annual return | 20.33% | 19.41%+0.9pp | 52.09%-31.8pp | 21.94%-1.6pp |
| Employer contribution / active EE | $1,069 | $1,497-28.6% | $4,109-74.0% | $1,967-45.7% |
| Participant deferral / active EE | $1,981 | $2,019-1.9% | $5,467-63.8% | $2,959-33.1% |
| Admin fee / account holder | $851 | $1,930-55.9% | $16,047-94.7% | $3,480-75.6% |