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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 | $42,403 | $91,760-53.8% | $156,181-72.9% | $67,986-37.6% |
| Participation rate | 68.4% | 65.0%+3.4pp | 78.8%-10.4pp | 57.2%+11.2pp |
| Annual return | 30.58% | 18.14%+12.4pp | 64.87%-34.3pp | 31.67%-1.1pp |
| Employer contribution / active EE | $2,415 | $2,419-0.2% | $4,294-43.8% | $2,019+19.6% |
| Participant deferral / active EE | $4,543 | $3,960+14.7% | $6,132-25.9% | $3,358+35.3% |
| Admin fee / account holder | $3,273 | $3,949-17.1% | $14,586-77.6% | $3,203+2.2% |