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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 | $31,848 | $56,110-43.2% | $94,993-66.5% | $70,126-54.6% |
| Participation rate | 64.9% | 65.0%-0.1pp | 73.9%-8.9pp | 69.5%-4.6pp |
| Annual return | 21.36% | 51.02%-29.7pp | 27.14%-5.8pp | 73.15%-51.8pp |
| Employer contribution / active EE | $6,779 | $1,442+370.0% | $2,603+160.4% | $2,343+189.4% |
| Participant deferral / active EE | $4,768 | $2,391+99.4% | $3,317+43.7% | $3,332+43.1% |
| Admin fee / account holder | $3,132 | $3,456-9.4% | $4,960-36.9% | $4,645-32.6% |