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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 | $24,748 | $65,582-62.3% | $64,097-61.4% | $71,529-65.4% |
| Participation rate | 65.7% | 73.2%-7.4pp | 72.3%-6.6pp | 67.9%-2.2pp |
| Annual return | 17.61% | 18.96%-1.4pp | 33.75%-16.1pp | 28.97%-11.4pp |
| Employer contribution / active EE | $826 | $2,671-69.1% | $2,750-70.0% | $2,590-68.1% |
| Participant deferral / active EE | $2,691 | $3,628-25.8% | $3,881-30.7% | $4,291-37.3% |
| Admin fee / account holder | $1,248 | $616+102.5% | $3,070-59.3% | $1,588-21.4% |