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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 | $49,532 | $77,492-36.1% | $100,398-50.7% | $80,911-38.8% |
| Participation rate | 63.2% | 76.9%-13.8pp | 81.5%-18.3pp | 67.6%-4.5pp |
| Annual return | 16.14% | 37.23%-21.1pp | 49.32%-33.2pp | 35.63%-19.5pp |
| Employer contribution / active EE | $3,224 | $2,800+15.1% | $3,946-18.3% | $2,756+17.0% |
| Participant deferral / active EE | $6,723 | $6,817-1.4% | $8,084-16.8% | $4,297+56.4% |
| Admin fee / account holder | $9,497 | $5,892+61.2% | $7,893+20.3% | $6,935+37.0% |