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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 | $81,642 | $91,424-10.7% | $135,942-39.9% | $71,495+14.2% |
| Participation rate | 61.4% | 75.7%-14.3pp | 81.9%-20.5pp | 67.9%-6.5pp |
| Annual return | 18.88% | 29.90%-11.0pp | 68.28%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $3,175 | $3,704-14.3% | $4,858-34.6% | $2,589+22.6% |
| Participant deferral / active EE | $8,277 | $7,092+16.7% | $7,759+6.7% | $4,291+92.9% |
| Admin fee / account holder | $5,357 | $1,266+323.1% | $10,764-50.2% | $1,588+237.4% |