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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 | $8,588 | $45,343-81.1% | $150,298-94.3% | $67,986-87.4% |
| Participation rate | 50.3% | 51.9%-1.5pp | 77.8%-27.4pp | 57.2%-6.9pp |
| Annual return | 40.61% | 33.28%+7.3pp | 62.79%-22.2pp | 31.67%+8.9pp |
| Employer contribution / active EE | $1,420 | $1,462-2.9% | $4,154-65.8% | $2,019-29.7% |
| Participant deferral / active EE | $1,622 | $2,055-21.1% | $5,453-70.3% | $3,358-51.7% |
| Admin fee / account holder | $507 | $2,250-77.5% | $14,116-96.4% | $3,203-84.2% |