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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 | $25,362 | $51,202-50.5% | $70,548-64.1% | $75,181-66.3% |
| Participation rate | 63.6% | 61.0%+2.7pp | 68.3%-4.7pp | 67.2%-3.6pp |
| Annual return | 24.61% | 30.05%-5.4pp | 32.78%-8.2pp | 160.69%-136.1pp |
| Employer contribution / active EE | $2,112 | $1,827+15.6% | $2,975-29.0% | $2,671-20.9% |
| Participant deferral / active EE | $3,841 | $2,850+34.8% | $4,567-15.9% | $4,126-6.9% |
| Admin fee / account holder | $4,008 | $4,094-2.1% | $6,424-37.6% | $5,650-29.1% |