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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 | $71,040 | $88,360-19.6% | $145,433-51.2% | $67,986+4.5% |
| Participation rate | 60.9% | 65.5%-4.6pp | 82.1%-21.2pp | 57.2%+3.7pp |
| Annual return | 28.38% | 63.15%-34.8pp | 66.58%-38.2pp | 31.67%-3.3pp |
| Employer contribution / active EE | $2,593 | $3,054-15.1% | $4,554-43.1% | $2,019+28.5% |
| Participant deferral / active EE | $6,414 | $5,932+8.1% | $7,897-18.8% | $3,358+91.0% |
| Admin fee / account holder | $6,474 | $3,313+95.4% | $13,129-50.7% | $3,203+102.1% |