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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 | $55,943 | $27,826+101.0% | $65,583-14.7% | $71,529-21.8% |
| Participation rate | 34.8% | 57.6%-22.8pp | 65.0%-30.1pp | 67.9%-33.1pp |
| Annual return | 24.10% | 41.56%-17.5pp | 47.46%-23.4pp | 28.97%-4.9pp |
| Employer contribution / active EE | $1,218 | $1,405-13.3% | $1,692-28.0% | $2,590-53.0% |
| Participant deferral / active EE | $1,909 | $1,861+2.6% | $2,833-32.6% | $4,291-55.5% |
| Admin fee / account holder | $2,893 | $3,850-24.8% | $4,112-29.6% | $1,588+82.1% |