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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 | $91,120-53.5% | $161,149-73.7% | $64,097-33.8% |
| Participation rate | 68.4% | 62.2%+6.2pp | 78.8%-10.4pp | 55.2%+13.2pp |
| Annual return | 30.58% | 17.95%+12.6pp | 21.16%+9.4pp | 34.64%-4.1pp |
| Employer contribution / active EE | $2,415 | $2,284+5.7% | $4,360-44.6% | $1,891+27.7% |
| Participant deferral / active EE | $4,543 | $3,708+22.5% | $6,153-26.2% | $3,080+47.5% |
| Admin fee / account holder | $3,273 | $4,535-27.8% | $15,194-78.5% | $3,454-5.3% |