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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 | $19,682 | $45,343-56.6% | $150,298-86.9% | $67,986-71.0% |
| Participation rate | 65.4% | 51.9%+13.6pp | 77.8%-12.3pp | 57.2%+8.2pp |
| Annual return | 20.91% | 33.28%-12.4pp | 62.79%-41.9pp | 31.67%-10.8pp |
| Employer contribution / active EE | $888 | $1,462-39.3% | $4,154-78.6% | $2,019-56.0% |
| Participant deferral / active EE | $852 | $2,055-58.6% | $5,453-84.4% | $3,358-74.6% |
| Admin fee / account holder | $1,420 | $2,250-36.9% | $14,116-89.9% | $3,203-55.7% |