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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 | $51,402 | $76,696-33.0% | $96,515-46.7% | $71,511-28.1% |
| Participation rate | 67.0% | 66.6%+0.4pp | 74.3%-7.4pp | 67.9%-1.0pp |
| Annual return | 24.04% | 48.32%-24.3pp | 35.73%-11.7pp | 28.86%-4.8pp |
| Employer contribution / active EE | $2,221 | $3,032-26.7% | $3,740-40.6% | $2,589-14.2% |
| Participant deferral / active EE | $5,480 | $3,770+45.3% | $4,880+12.3% | $4,291+27.7% |
| Admin fee / account holder | $6,235 | $2,030+207.2% | $6,735-7.4% | $1,588+292.5% |