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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 | $18,436 | $61,338-69.9% | $149,717-87.7% | $71,495-74.2% |
| Participation rate | 65.0% | 62.5%+2.5pp | 78.8%-13.8pp | 67.9%-2.9pp |
| Annual return | 15.52% | 35.86%-20.3pp | 134.41%-118.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $646 | $2,381-72.9% | $4,820-86.6% | $2,589-75.0% |
| Participant deferral / active EE | $1,882 | $2,919-35.5% | $5,682-66.9% | $4,291-56.1% |
| Admin fee / account holder | $1,396 | $1,263+10.5% | $13,213-89.4% | $1,588-12.1% |