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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 | $43,072 | $71,526-39.8% | $98,450-56.3% | $71,495-39.8% |
| Participation rate | 67.2% | 72.7%-5.6pp | 75.2%-8.0pp | 67.9%-0.8pp |
| Annual return | 31.16% | 32.42%-1.3pp | 21.16%+10.0pp | 28.85%+2.3pp |
| Employer contribution / active EE | $2,426 | $2,400+1.1% | $3,049-20.4% | $2,589-6.3% |
| Participant deferral / active EE | $3,838 | $4,110-6.6% | $4,739-19.0% | $4,291-10.5% |
| Admin fee / account holder | $1,848 | $1,675+10.3% | $8,961-79.4% | $1,588+16.4% |