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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 | $52,529 | $135,961-61.4% | $96,707-45.7% | $67,986-22.7% |
| Participation rate | 42.1% | 76.3%-34.2pp | 80.4%-38.3pp | 57.2%-15.1pp |
| Annual return | 25.26% | 31.14%-5.9pp | 34.78%-9.5pp | 31.67%-6.4pp |
| Employer contribution / active EE | $2,370 | $5,011-52.7% | $4,191-43.5% | $2,019+17.4% |
| Participant deferral / active EE | $4,906 | $7,360-33.3% | $5,997-18.2% | $3,358+46.1% |
| Admin fee / account holder | $800 | $2,370-66.2% | $7,503-89.3% | $3,203-75.0% |