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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 | $60,709 | $93,589-35.1% | $135,942-55.3% | $75,181-19.2% |
| Participation rate | 67.0% | 75.2%-8.2pp | 81.9%-14.9pp | 67.2%-0.2pp |
| Annual return | 20.42% | 30.90%-10.5pp | 68.28%-47.9pp | 160.69%-140.3pp |
| Employer contribution / active EE | $2,058 | $3,537-41.8% | $4,858-57.6% | $2,671-22.9% |
| Participant deferral / active EE | $6,001 | $6,405-6.3% | $7,759-22.7% | $4,126+45.5% |
| Admin fee / account holder | $4,174 | $6,977-40.2% | $10,764-61.2% | $5,650-26.1% |