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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 | $60,943 | $71,523-14.8% | $98,461-38.1% | $71,511-14.8% |
| Participation rate | 37.2% | 72.7%-35.5pp | 75.2%-38.0pp | 67.9%-30.8pp |
| Annual return | 20.12% | 32.43%-12.3pp | 21.17%-1.1pp | 28.86%-8.7pp |
| Employer contribution / active EE | $1,103 | $2,399-54.0% | $3,049-63.8% | $2,589-57.4% |
| Participant deferral / active EE | $1,907 | $4,109-53.6% | $4,738-59.8% | $4,291-55.6% |
| Admin fee / account holder | $3,189 | $1,676+90.3% | $8,961-64.4% | $1,588+100.7% |