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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 | $41,016-60.7% | $152,093-89.4% | $64,097-74.9% |
| Participation rate | 66.7% | 51.3%+15.3pp | 77.8%-11.1pp | 55.2%+11.5pp |
| Annual return | 20.33% | 39.60%-19.3pp | 66.36%-46.0pp | 34.64%-14.3pp |
| Employer contribution / active EE | $1,069 | $1,342-20.4% | $4,175-74.4% | $1,891-43.5% |
| Participant deferral / active EE | $1,981 | $1,927+2.8% | $5,451-63.7% | $3,080-35.7% |
| Admin fee / account holder | $851 | $2,305-63.1% | $14,497-94.1% | $3,454-75.4% |