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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 | $43,749-33.0% | $158,223-81.5% | $65,306-55.1% |
| Participation rate | 38.6% | 56.9%-18.3pp | 79.2%-40.6pp | 57.7%-19.0pp |
| Annual return | 13.75% | 19.41%-5.7pp | 52.09%-38.3pp | 21.94%-8.2pp |
| Employer contribution / active EE | $728 | $1,497-51.4% | $4,109-82.3% | $1,967-63.0% |
| Participant deferral / active EE | $1,118 | $2,019-44.6% | $5,467-79.6% | $2,959-62.2% |
| Admin fee / account holder | $764 | $1,930-60.4% | $16,047-95.2% | $3,480-78.0% |