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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 | $96,697 | $76,642+26.2% | $146,866-34.2% | $65,306+48.1% |
| Participation rate | 58.5% | 61.2%-2.7pp | 82.5%-24.0pp | 57.7%+0.9pp |
| Annual return | 17.00% | 33.40%-16.4pp | 102.85%-85.9pp | 21.94%-4.9pp |
| Employer contribution / active EE | $1,843 | $2,621-29.7% | $4,425-58.4% | $1,967-6.3% |
| Participant deferral / active EE | $3,520 | $4,864-27.6% | $7,759-54.6% | $2,959+18.9% |
| Admin fee / account holder | $2,194 | $3,960-44.6% | $13,620-83.9% | $3,480-36.9% |