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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 | $21,576 | $46,464-53.6% | $150,298-85.6% | $79,634-72.9% |
| Participation rate | 20.8% | 57.0%-36.2pp | 77.8%-57.0pp | 62.5%-41.7pp |
| Annual return | 18.66% | 27.89%-9.2pp | 62.79%-44.1pp | 36.46%-17.8pp |
| Employer contribution / active EE | $431 | $1,512-71.5% | $4,154-89.6% | $2,529-82.9% |
| Participant deferral / active EE | $768 | $2,157-64.4% | $5,453-85.9% | $3,835-80.0% |
| Admin fee / account holder | $1,116 | $891+25.3% | $14,116-92.1% | $1,002+11.4% |