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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 | $331,967-85.4% | $158,223-69.3% | - |
| Participation rate | 37.3% | 50.0%-12.7pp | 79.2%-41.9pp | - |
| Annual return | 13.47% | 9.74%+3.7pp | 52.09%-38.6pp | - |
| Employer contribution / active EE | $633 | $996-36.4% | $4,109-84.6% | - |
| Participant deferral / active EE | $1,961 | $1,868+4.9% | $5,467-64.1% | - |
| Admin fee / account holder | $3,490 | $145,493-97.6% | $16,047-78.3% | - |