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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 | $41,084 | $61,391-33.1% | $149,723-72.6% | $71,529-42.6% |
| Participation rate | 62.8% | 62.5%+0.2pp | 78.8%-16.0pp | 67.9%-5.2pp |
| Annual return | 22.69% | 35.88%-13.2pp | 134.50%-111.8pp | 28.97%-6.3pp |
| Employer contribution / active EE | $897 | $2,384-62.4% | $4,821-81.4% | $2,590-65.4% |
| Participant deferral / active EE | $2,639 | $2,921-9.6% | $5,682-53.6% | $4,291-38.5% |
| Admin fee / account holder | $1,076 | $1,264-14.9% | $13,215-91.9% | $1,588-32.3% |