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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 | $63,474 | $80,332-21.0% | $107,187-40.8% | $64,097-1.0% |
| Participation rate | 50.5% | 54.4%-3.9pp | 75.0%-24.5pp | 55.2%-4.7pp |
| Annual return | 16.36% | 24.26%-7.9pp | 204.55%-188.2pp | 34.64%-18.3pp |
| Employer contribution / active EE | $3,376 | $2,501+35.0% | $3,782-10.7% | $1,891+78.5% |
| Participant deferral / active EE | $1,654 | $3,109-46.8% | $5,096-67.5% | $3,080-46.3% |
| Admin fee / account holder | $2,295 | $4,314-46.8% | $9,162-75.0% | $3,454-33.6% |