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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 | $99,020 | $87,465+13.2% | $122,979-19.5% | $65,306+51.6% |
| Participation rate | 61.7% | 66.0%-4.3pp | 77.2%-15.4pp | 57.7%+4.1pp |
| Annual return | 15.86% | 19.76%-3.9pp | 20.12%-4.3pp | 21.94%-6.1pp |
| Employer contribution / active EE | $606 | $2,156-71.9% | $3,062-80.2% | $1,967-69.2% |
| Participant deferral / active EE | $5,169 | $3,705+39.5% | $5,003+3.3% | $2,959+74.7% |
| Admin fee / account holder | $1,926 | $5,100-62.2% | $12,864-85.0% | $3,480-44.6% |