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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 | $19,892 | $58,627-66.1% | $76,735-74.1% | $82,448-75.9% |
| Participation rate | 63.5% | 63.2%+0.3pp | 69.5%-6.0pp | 68.1%-4.5pp |
| Annual return | 19.86% | 39.10%-19.2pp | 29.77%-9.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,207 | $1,729+27.6% | $2,454-10.1% | $2,551-13.5% |
| Participant deferral / active EE | $3,353 | $3,134+7.0% | $4,088-18.0% | $4,139-19.0% |
| Admin fee / account holder | $3,841 | $5,323-27.8% | $7,189-46.6% | $7,234-46.9% |