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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 | $29,311 | $45,343-35.4% | $150,298-80.5% | $67,986-56.9% |
| Participation rate | 38.6% | 51.9%-13.2pp | 77.8%-39.1pp | 57.2%-18.6pp |
| Annual return | 13.75% | 33.28%-19.5pp | 62.79%-49.0pp | 31.67%-17.9pp |
| Employer contribution / active EE | $728 | $1,462-50.2% | $4,154-82.5% | $2,019-63.9% |
| Participant deferral / active EE | $1,118 | $2,055-45.6% | $5,453-79.5% | $3,358-66.7% |
| Admin fee / account holder | $764 | $2,250-66.0% | $14,116-94.6% | $3,203-76.1% |