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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 | $48,691 | $76,696-36.5% | $96,515-49.6% | $71,511-31.9% |
| Participation rate | 65.5% | 66.6%-1.1pp | 74.3%-8.9pp | 67.9%-2.5pp |
| Annual return | 44.34% | 48.32%-4.0pp | 35.73%+8.6pp | 28.86%+15.5pp |
| Employer contribution / active EE | $2,406 | $3,032-20.6% | $3,740-35.7% | $2,589-7.1% |
| Participant deferral / active EE | $3,212 | $3,770-14.8% | $4,880-34.2% | $4,291-25.1% |
| Admin fee / account holder | $2,862 | $2,030+41.0% | $6,735-57.5% | $1,588+80.2% |