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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 | $8,429 | $49,657-83.0% | $93,063-90.9% | $67,986-87.6% |
| Participation rate | 68.5% | 49.9%+18.6pp | 72.1%-3.6pp | 57.2%+11.3pp |
| Annual return | 16.11% | 26.27%-10.2pp | 34.15%-18.0pp | 31.67%-15.6pp |
| Employer contribution / active EE | $493 | $1,279-61.4% | $2,476-80.1% | $2,019-75.6% |
| Participant deferral / active EE | $1,388 | $2,484-44.1% | $3,958-64.9% | $3,358-58.7% |
| Admin fee / account holder | $1,543 | $2,843-45.7% | $6,033-74.4% | $3,203-51.8% |