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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 | $63,530 | $88,360-28.1% | $145,433-56.3% | $67,986-6.6% |
| Participation rate | 59.2% | 65.5%-6.3pp | 82.1%-22.9pp | 57.2%+2.0pp |
| Annual return | 15.22% | 63.15%-47.9pp | 66.58%-51.4pp | 31.67%-16.4pp |
| Employer contribution / active EE | $2,565 | $3,054-16.0% | $4,554-43.7% | $2,019+27.1% |
| Participant deferral / active EE | $3,973 | $5,932-33.0% | $7,897-49.7% | $3,358+18.3% |
| Admin fee / account holder | $9,563 | $3,313+188.6% | $13,129-27.2% | $3,203+198.6% |