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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 | $67,669 | $91,760-26.3% | $156,181-56.7% | $67,986-0.5% |
| Participation rate | 68.9% | 65.0%+3.9pp | 78.8%-10.0pp | 57.2%+11.7pp |
| Annual return | 16.97% | 18.14%-1.2pp | 64.87%-47.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,637 | $2,419-32.3% | $4,294-61.9% | $2,019-18.9% |
| Participant deferral / active EE | $4,270 | $3,960+7.8% | $6,132-30.4% | $3,358+27.2% |
| Admin fee / account holder | $1,848 | $3,949-53.2% | $14,586-87.3% | $3,203-42.3% |