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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 | $55,087 | $45,343+21.5% | $150,298-63.3% | $67,986-19.0% |
| Participation rate | 46.5% | 51.9%-5.3pp | 77.8%-31.2pp | 57.2%-10.7pp |
| Annual return | 21.55% | 33.28%-11.7pp | 62.79%-41.2pp | 31.67%-10.1pp |
| Employer contribution / active EE | $1,354 | $1,462-7.4% | $4,154-67.4% | $2,019-32.9% |
| Participant deferral / active EE | $2,123 | $2,055+3.3% | $5,453-61.1% | $3,358-36.8% |
| Admin fee / account holder | $1,115 | $2,250-50.4% | $14,116-92.1% | $3,203-65.2% |