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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 | $19,643 | $46,732-58.0% | $156,551-87.5% | $55,167-64.4% |
| Participation rate | 58.2% | 65.8%-7.6pp | 84.0%-25.8pp | 69.0%-10.8pp |
| Annual return | 6.01% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $635 | $2,105-69.8% | $5,501-88.5% | $1,963-67.6% |
| Participant deferral / active EE | $1,585 | $2,204-28.1% | $4,871-67.5% | $3,054-48.1% |
| Admin fee / account holder | $1,689 | $418+303.6% | $13,028-87.0% | $504+235.1% |