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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 | $41,016-28.5% | $152,093-80.7% | $64,097-54.3% |
| Participation rate | 38.6% | 51.3%-12.7pp | 77.8%-39.1pp | 55.2%-16.6pp |
| Annual return | 13.75% | 39.60%-25.9pp | 66.36%-52.6pp | 34.64%-20.9pp |
| Employer contribution / active EE | $728 | $1,342-45.7% | $4,175-82.5% | $1,891-61.5% |
| Participant deferral / active EE | $1,118 | $1,927-42.0% | $5,451-79.5% | $3,080-63.7% |
| Admin fee / account holder | $764 | $2,305-66.9% | $14,497-94.7% | $3,454-77.9% |