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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 | $44,746-49.5% | $88,179-74.4% | $64,097-64.8% |
| Participation rate | 59.6% | 39.8%+19.8pp | 69.1%-9.5pp | 55.2%+4.4pp |
| Annual return | 52.73% | 24.70%+28.0pp | 64.97%-12.2pp | 34.64%+18.1pp |
| Employer contribution / active EE | $887 | $1,078-17.7% | $2,549-65.2% | $1,891-53.1% |
| Participant deferral / active EE | $6,698 | $2,072+223.3% | $4,614+45.2% | $3,080+117.5% |
| Admin fee / account holder | $3,116 | $3,437-9.3% | $7,673-59.4% | $3,454-9.8% |