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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 | $66,968 | $71,523-6.4% | $98,461-32.0% | $71,511-6.4% |
| Participation rate | 60.4% | 72.7%-12.3pp | 75.2%-14.8pp | 67.9%-7.5pp |
| Annual return | 18.51% | 32.43%-13.9pp | 21.17%-2.7pp | 28.86%-10.3pp |
| Employer contribution / active EE | $1,442 | $2,399-39.9% | $3,049-52.7% | $2,589-44.3% |
| Participant deferral / active EE | $2,830 | $4,109-31.1% | $4,738-40.3% | $4,291-34.1% |
| Admin fee / account holder | $3,493 | $1,676+108.4% | $8,961-61.0% | $1,588+119.9% |