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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 | $20,197 | $45,343-55.5% | $150,298-86.6% | $67,986-70.3% |
| Participation rate | 62.4% | 51.9%+10.5pp | 77.8%-15.4pp | 57.2%+5.2pp |
| Annual return | 19.13% | 33.28%-14.1pp | 62.79%-43.7pp | 31.67%-12.5pp |
| Employer contribution / active EE | $665 | $1,462-54.5% | $4,154-84.0% | $2,019-67.1% |
| Participant deferral / active EE | $2,027 | $2,055-1.4% | $5,453-62.8% | $3,358-39.6% |
| Admin fee / account holder | $740 | $2,250-67.1% | $14,116-94.8% | $3,203-76.9% |