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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 | $41,016-52.0% | $152,093-87.1% | $64,097-69.3% |
| Participation rate | 65.4% | 51.3%+14.1pp | 77.8%-12.4pp | 55.2%+10.2pp |
| Annual return | 20.91% | 39.60%-18.7pp | 66.36%-45.4pp | 34.64%-13.7pp |
| Employer contribution / active EE | $888 | $1,342-33.9% | $4,175-78.7% | $1,891-53.1% |
| Participant deferral / active EE | $852 | $1,927-55.8% | $5,451-84.4% | $3,080-72.3% |
| Admin fee / account holder | $1,420 | $2,305-38.4% | $14,497-90.2% | $3,454-58.9% |