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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 | $62,671 | $65,376-4.1% | $87,102-28.0% | $65,185-3.9% |
| Participation rate | 57.9% | 75.3%-17.4pp | 76.9%-18.9pp | 70.2%-12.3pp |
| Annual return | 31.65% | 31.27%+0.4pp | 28.19%+3.5pp | 29.38%+2.3pp |
| Employer contribution / active EE | $600 | $1,822-67.1% | $2,521-76.2% | $2,177-72.4% |
| Participant deferral / active EE | $1,955 | $3,388-42.3% | $4,048-51.7% | $3,514-44.4% |
| Admin fee / account holder | $1,260 | $520+142.5% | $7,491-83.2% | $847+48.8% |