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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 | $83,012 | $79,867+3.9% | $120,344-31.0% | $64,340+29.0% |
| Participation rate | 40.8% | 63.0%-22.2pp | 76.7%-35.9pp | 55.2%-14.5pp |
| Annual return | 15.69% | 21.10%-5.4pp | 20.30%-4.6pp | 24.14%-8.5pp |
| Employer contribution / active EE | $990 | $1,925-48.6% | $3,020-67.2% | $1,862-46.8% |
| Participant deferral / active EE | $2,296 | $3,593-36.1% | $5,135-55.3% | $2,980-22.9% |
| Admin fee / account holder | $6,885 | $5,039+36.6% | $12,742-46.0% | $3,703+85.9% |