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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 | $52,469 | $71,523-26.6% | $98,461-46.7% | $71,511-26.6% |
| Participation rate | 58.8% | 72.7%-13.9pp | 75.2%-16.4pp | 67.9%-9.1pp |
| Annual return | 17.03% | 32.43%-15.4pp | 21.17%-4.1pp | 28.86%-11.8pp |
| Employer contribution / active EE | $1,415 | $2,399-41.0% | $3,049-53.6% | $2,589-45.4% |
| Participant deferral / active EE | $4,329 | $4,109+5.4% | $4,738-8.6% | $4,291+0.9% |
| Admin fee / account holder | $9,594 | $1,676+472.5% | $8,961+7.1% | $1,588+504.0% |