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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 | $32,112 | $36,844-12.8% | $83,854-61.7% | $65,306-50.8% |
| Participation rate | 55.8% | 29.2%+26.6pp | 59.1%-3.3pp | 57.7%-1.9pp |
| Annual return | 15.67% | 22.28%-6.6pp | 31.39%-15.7pp | 21.94%-6.3pp |
| Employer contribution / active EE | $514 | $415+23.9% | $1,017-49.4% | $1,967-73.9% |
| Participant deferral / active EE | $880 | $1,040-15.3% | $2,035-56.7% | $2,959-70.3% |
| Admin fee / account holder | $2,249 | $2,546-11.7% | $3,197-29.6% | $3,480-35.4% |