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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 | $17,558 | $58,888-70.2% | $178,499-90.2% | $73,493-76.1% |
| Participation rate | 66.9% | 66.2%+0.6pp | 81.9%-15.0pp | 70.7%-3.8pp |
| Annual return | 16.32% | 24.86%-8.5pp | 151.10%-134.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,053 | $2,236-52.9% | $5,011-79.0% | $2,270-53.6% |
| Participant deferral / active EE | $1,835 | $2,568-28.5% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $321 | $400-19.9% | $13,986-97.7% | $513-37.5% |