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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 | $72,464 | $79,867-9.3% | $120,344-39.8% | $64,340+12.6% |
| Participation rate | 54.6% | 63.0%-8.4pp | 76.7%-22.1pp | 55.2%-0.6pp |
| Annual return | 18.81% | 21.10%-2.3pp | 20.30%-1.5pp | 24.14%-5.3pp |
| Employer contribution / active EE | $1,478 | $1,925-23.2% | $3,020-51.1% | $1,862-20.6% |
| Participant deferral / active EE | $3,067 | $3,593-14.6% | $5,135-40.3% | $2,980+2.9% |
| Admin fee / account holder | $1,207 | $5,039-76.1% | $12,742-90.5% | $3,703-67.4% |