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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 | $68,915 | $45,343+52.0% | $150,298-54.1% | $67,986+1.4% |
| Participation rate | 37.9% | 51.9%-13.9pp | 77.8%-39.8pp | 57.2%-19.3pp |
| Annual return | 13.83% | 33.28%-19.5pp | 62.79%-49.0pp | 31.67%-17.8pp |
| Employer contribution / active EE | $808 | $1,462-44.7% | $4,154-80.5% | $2,019-60.0% |
| Participant deferral / active EE | $1,357 | $2,055-34.0% | $5,453-75.1% | $3,358-59.6% |
| Admin fee / account holder | $680 | $2,250-69.8% | $14,116-95.2% | $3,203-78.8% |