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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 | $55,493 | $76,696-27.6% | $96,538-42.5% | $71,529-22.4% |
| Participation rate | 53.0% | 66.6%-13.6pp | 74.3%-21.3pp | 67.9%-14.9pp |
| Annual return | 29.69% | 48.32%-18.6pp | 35.74%-6.1pp | 28.97%+0.7pp |
| Employer contribution / active EE | $1,428 | $3,032-52.9% | $3,740-61.8% | $2,590-44.9% |
| Participant deferral / active EE | $3,158 | $3,770-16.2% | $4,880-35.3% | $4,291-26.4% |
| Admin fee / account holder | $2,499 | $2,030+23.1% | $6,737-62.9% | $1,588+57.3% |