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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 | $48,579 | $334,829-85.5% | $152,093-68.1% | - |
| Participation rate | 37.3% | 49.1%-11.7pp | 77.8%-40.4pp | - |
| Annual return | 13.47% | 11.73%+1.7pp | 66.36%-52.9pp | - |
| Employer contribution / active EE | $633 | $938-32.5% | $4,175-84.8% | - |
| Participant deferral / active EE | $1,961 | $1,779+10.2% | $5,451-64.0% | - |
| Admin fee / account holder | $3,490 | $73,095-95.2% | $14,497-75.9% | - |