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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 | $50,311 | $80,748-37.7% | $102,383-50.9% | $74,429-32.4% |
| Participation rate | 60.3% | 65.7%-5.3pp | 74.5%-14.2pp | 67.2%-6.9pp |
| Annual return | 16.76% | 27.57%-10.8pp | 24.94%-8.2pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $3,222 | $3,159+2.0% | $3,870-16.8% | $2,625+22.7% |
| Participant deferral / active EE | $5,875 | $3,861+52.2% | $5,060+16.1% | $4,348+35.1% |
| Admin fee / account holder | $6,218 | $2,371+162.3% | $8,391-25.9% | $1,944+219.8% |