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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 | $39,122 | $38,967+0.4% | $86,233-54.6% | $79,634-50.9% |
| Participation rate | 22.0% | 34.1%-12.0pp | 69.0%-47.0pp | 62.5%-40.5pp |
| Annual return | 50.61% | 49.90%+0.7pp | 61.39%-10.8pp | 36.46%+14.2pp |
| Employer contribution / active EE | $598 | $868-31.2% | $2,504-76.1% | $2,529-76.4% |
| Participant deferral / active EE | $859 | $1,663-48.3% | $4,559-81.2% | $3,835-77.6% |
| Admin fee / account holder | $5,566 | $2,660+109.2% | $8,342-33.3% | $1,002+455.5% |