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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 | $14,305 | $45,312-68.4% | $86,233-83.4% | $67,986-79.0% |
| Participation rate | 52.2% | 42.4%+9.8pp | 69.0%-16.8pp | 57.2%-5.0pp |
| Annual return | 15.36% | 24.79%-9.4pp | 61.39%-46.0pp | 31.67%-16.3pp |
| Employer contribution / active EE | $1,165 | $1,160+0.5% | $2,504-53.5% | $2,019-42.3% |
| Participant deferral / active EE | $2,357 | $2,185+7.9% | $4,559-48.3% | $3,358-29.8% |
| Admin fee / account holder | $860 | $3,295-73.9% | $8,342-89.7% | $3,203-73.1% |