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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 | $65,666 | $27,826+136.0% | $65,566+0.2% | $71,511-8.2% |
| Participation rate | 47.1% | 57.6%-10.5pp | 64.9%-17.8pp | 67.9%-20.8pp |
| Annual return | 19.15% | 41.56%-22.4pp | 47.40%-28.3pp | 28.86%-9.7pp |
| Employer contribution / active EE | $563 | $1,405-59.9% | $1,692-66.7% | $2,589-78.3% |
| Participant deferral / active EE | $1,804 | $1,861-3.1% | $2,832-36.3% | $4,291-58.0% |
| Admin fee / account holder | $4,432 | $3,850+15.1% | $4,114+7.7% | $1,588+179.0% |