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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 | $46,458 | $88,360-47.4% | $145,433-68.1% | $67,986-31.7% |
| Participation rate | 69.2% | 65.5%+3.7pp | 82.1%-13.0pp | 57.2%+12.0pp |
| Annual return | 22.60% | 63.15%-40.5pp | 66.58%-44.0pp | 31.67%-9.1pp |
| Employer contribution / active EE | $906 | $3,054-70.3% | $4,554-80.1% | $2,019-55.1% |
| Participant deferral / active EE | $3,021 | $5,932-49.1% | $7,897-61.7% | $3,358-10.0% |
| Admin fee / account holder | $10,903 | $3,313+229.1% | $13,129-17.0% | $3,203+240.4% |