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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 | $34,817 | $39,132-11.0% | $57,196-39.1% | $62,881-44.6% |
| Participation rate | 47.4% | 70.5%-23.1pp | 75.3%-28.0pp | 69.3%-21.9pp |
| Annual return | 7.45% | 9.24%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,600 | $1,874+38.7% | $2,683-3.1% | $2,281+14.0% |
| Participant deferral / active EE | $1,830 | $2,374-22.9% | $3,096-40.9% | $3,203-42.9% |
| Admin fee / account holder | $3,765 | $2,594+45.1% | $3,141+19.9% | $4,296-12.4% |