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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 | $7,272 | $75,541-90.4% | $152,093-95.2% | $82,637-91.2% |
| Participation rate | 34.5% | 66.5%-32.1pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 18.04% | 32.56%-14.5pp | 66.36%-48.3pp | 53.51%-35.5pp |
| Employer contribution / active EE | $703 | $2,622-73.2% | $4,175-83.2% | $2,552-72.4% |
| Participant deferral / active EE | $914 | $3,206-71.5% | $5,451-83.2% | $4,126-77.9% |
| Admin fee / account holder | $338 | $6,405-94.7% | $14,497-97.7% | $7,339-95.4% |