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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 | $77,473 | $71,534+8.3% | $98,462-21.3% | $71,529+8.3% |
| Participation rate | 61.1% | 72.7%-11.6pp | 75.2%-14.1pp | 67.9%-6.8pp |
| Annual return | 16.13% | 32.44%-16.3pp | 21.17%-5.0pp | 28.97%-12.8pp |
| Employer contribution / active EE | $1,870 | $2,399-22.1% | $3,049-38.7% | $2,590-27.8% |
| Participant deferral / active EE | $3,408 | $4,109-17.1% | $4,738-28.1% | $4,291-20.6% |
| Admin fee / account holder | $9,969 | $1,677+494.6% | $8,875+12.3% | $1,588+527.6% |