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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 | $17,486 | $58,048-69.9% | $94,215-81.4% | $65,306-73.2% |
| Participation rate | 41.4% | 45.3%-3.9pp | 70.0%-28.6pp | 57.7%-16.3pp |
| Annual return | 21.08% | 19.61%+1.5pp | 28.22%-7.1pp | 21.94%-0.9pp |
| Employer contribution / active EE | $1,656 | $1,427+16.1% | $2,675-38.1% | $1,967-15.8% |
| Participant deferral / active EE | $2,670 | $2,407+10.9% | $4,276-37.6% | $2,959-9.8% |
| Admin fee / account holder | $3,151 | $4,610-31.7% | $10,216-69.2% | $3,480-9.5% |