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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 | $59,364 | $67,595-12.2% | $186,193-68.1% | $64,340-7.7% |
| Participation rate | 43.2% | 51.9%-8.8pp | 77.1%-33.9pp | 55.2%-12.1pp |
| Annual return | 18.06% | 17.46%+0.6pp | 78.03%-60.0pp | 24.14%-6.1pp |
| Employer contribution / active EE | $352 | $1,513-76.7% | $3,918-91.0% | $1,862-81.1% |
| Participant deferral / active EE | $3,073 | $3,023+1.6% | $6,513-52.8% | $2,980+3.1% |
| Admin fee / account holder | $9,065 | $5,311+70.7% | $11,058-18.0% | $3,703+144.8% |