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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 | $67,469 | $75,058-10.1% | $152,301-55.7% | $64,340+4.9% |
| Participation rate | 53.1% | 60.9%-7.8pp | 82.4%-29.4pp | 55.2%-2.2pp |
| Annual return | 26.81% | 29.93%-3.1pp | 80.50%-53.7pp | 24.14%+2.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,886 | $5,041+36.6% | $8,004-14.0% | $2,980+131.0% |
| Admin fee / account holder | $7,418 | $4,050+83.2% | $14,398-48.5% | $3,703+100.4% |