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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 | $22,588 | $45,312-50.1% | $86,233-73.8% | $67,986-66.8% |
| Participation rate | 59.6% | 42.4%+17.2pp | 69.0%-9.4pp | 57.2%+2.4pp |
| Annual return | 52.73% | 24.79%+27.9pp | 61.39%-8.7pp | 31.67%+21.1pp |
| Employer contribution / active EE | $887 | $1,160-23.5% | $2,504-64.6% | $2,019-56.0% |
| Participant deferral / active EE | $6,698 | $2,185+206.6% | $4,559+46.9% | $3,358+99.5% |
| Admin fee / account holder | $3,116 | $3,295-5.4% | $8,342-62.6% | $3,203-2.7% |