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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 | $36,595+6.9% | $88,179-55.6% | $71,012-44.9% |
| Participation rate | 22.0% | 29.2%-7.1pp | 69.1%-47.1pp | 58.6%-36.5pp |
| Annual return | 50.61% | 61.46%-10.8pp | 64.97%-14.4pp | 37.67%+12.9pp |
| Employer contribution / active EE | $598 | $787-24.0% | $2,549-76.6% | $2,348-74.5% |
| Participant deferral / active EE | $859 | $1,195-28.1% | $4,614-81.4% | $3,246-73.5% |
| Admin fee / account holder | $5,566 | $2,755+102.1% | $7,673-27.5% | $1,167+376.9% |