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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 | $62,992 | $91,760-31.4% | $156,181-59.7% | $67,986-7.3% |
| Participation rate | 62.7% | 65.0%-2.3pp | 78.8%-16.1pp | 57.2%+5.5pp |
| Annual return | 17.71% | 18.14%-0.4pp | 64.87%-47.2pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,647 | $2,419-31.9% | $4,294-61.6% | $2,019-18.4% |
| Participant deferral / active EE | $5,351 | $3,960+35.1% | $6,132-12.7% | $3,358+59.3% |
| Admin fee / account holder | $4,658 | $3,949+18.0% | $14,586-68.1% | $3,203+45.4% |