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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 | $85,515-15.3% | $112,040-35.3% | $67,986+6.6% |
| Participation rate | 54.6% | 68.2%-13.6pp | 76.5%-21.9pp | 57.2%-2.6pp |
| Annual return | 18.81% | 29.68%-10.9pp | 24.52%-5.7pp | 31.67%-12.9pp |
| Employer contribution / active EE | $1,478 | $2,191-32.5% | $2,954-50.0% | $2,019-26.8% |
| Participant deferral / active EE | $3,067 | $4,014-23.6% | $5,098-39.8% | $3,358-8.7% |
| Admin fee / account holder | $1,207 | $3,774-68.0% | $12,098-90.0% | $3,203-62.3% |