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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 | $22,662 | $81,233-72.1% | $155,567-85.4% | $80,874-72.0% |
| Participation rate | 63.9% | 66.2%-2.4pp | 78.2%-14.3pp | 67.6%-3.8pp |
| Annual return | 21.51% | 33.33%-11.8pp | 64.74%-43.2pp | 35.62%-14.1pp |
| Employer contribution / active EE | $1,503 | $3,101-51.5% | $4,674-67.8% | $2,756-45.4% |
| Participant deferral / active EE | $2,184 | $3,452-36.7% | $5,628-61.2% | $4,297-49.2% |
| Admin fee / account holder | $363 | $7,998-95.5% | $15,916-97.7% | $6,935-94.8% |