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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 | $19,777 | $55,932-64.6% | $76,735-74.2% | $67,986-70.9% |
| Participation rate | 45.8% | 50.8%-5.0pp | 69.5%-23.7pp | 57.2%-11.4pp |
| Annual return | 32.26% | 23.10%+9.2pp | 29.77%+2.5pp | 31.67%+0.6pp |
| Employer contribution / active EE | $2,036 | $1,487+37.0% | $2,454-17.0% | $2,019+0.9% |
| Participant deferral / active EE | $3,485 | $2,558+36.2% | $4,088-14.7% | $3,358+3.8% |
| Admin fee / account holder | $998 | $4,907-79.7% | $7,189-86.1% | $3,203-68.8% |