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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 | $88,492 | $76,112+16.3% | $96,534-8.3% | $71,511+23.7% |
| Participation rate | 55.4% | 74.4%-19.0pp | 76.0%-20.6pp | 67.9%-12.5pp |
| Annual return | 18.64% | 22.81%-4.2pp | 25.88%-7.2pp | 28.86%-10.2pp |
| Employer contribution / active EE | $1,885 | $2,248-16.1% | $2,965-36.4% | $2,589-27.2% |
| Participant deferral / active EE | $4,181 | $4,217-0.9% | $4,851-13.8% | $4,291-2.6% |
| Admin fee / account holder | $7,002 | $2,708+158.5% | $8,253-15.2% | $1,588+340.8% |