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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 | $14,104 | $45,343-68.9% | $150,298-90.6% | $67,986-79.3% |
| Participation rate | 52.5% | 51.9%+0.6pp | 77.8%-25.3pp | 57.2%-4.7pp |
| Annual return | 18.10% | 33.28%-15.2pp | 62.79%-44.7pp | 31.67%-13.6pp |
| Employer contribution / active EE | $686 | $1,462-53.1% | $4,154-83.5% | $2,019-66.0% |
| Participant deferral / active EE | $1,002 | $2,055-51.2% | $5,453-81.6% | $3,358-70.2% |
| Admin fee / account holder | $1,220 | $2,250-45.8% | $14,116-91.4% | $3,203-61.9% |