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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 | $36,869 | $52,682-30.0% | $78,004-52.7% | $64,097-42.5% |
| Participation rate | 52.8% | 47.7%+5.1pp | 69.4%-16.6pp | 55.2%-2.4pp |
| Annual return | 15.47% | 22.45%-7.0pp | 31.07%-15.6pp | 34.64%-19.2pp |
| Employer contribution / active EE | $1,728 | $1,323+30.6% | $2,469-30.0% | $1,891-8.7% |
| Participant deferral / active EE | $3,788 | $2,346+61.5% | $4,092-7.4% | $3,080+23.0% |
| Admin fee / account holder | $5,611 | $5,420+3.5% | $7,578-26.0% | $3,454+62.4% |