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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 | $64,483 | $61,356+5.1% | $149,696-56.9% | $71,511-9.8% |
| Participation rate | 46.2% | 62.5%-16.3pp | 78.8%-32.5pp | 67.9%-21.7pp |
| Annual return | 23.00% | 35.86%-12.9pp | 134.46%-111.5pp | 28.86%-5.9pp |
| Employer contribution / active EE | $1,441 | $2,382-39.5% | $4,821-70.1% | $2,589-44.3% |
| Participant deferral / active EE | $3,579 | $2,920+22.6% | $5,682-37.0% | $4,291-16.6% |
| Admin fee / account holder | $3,569 | $1,263+182.5% | $13,212-73.0% | $1,588+124.7% |