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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 | $81,334+21.7% | $113,397-12.7% | $64,097+54.5% |
| Participation rate | 61.7% | 65.6%-3.9pp | 76.5%-14.8pp | 55.2%+6.6pp |
| Annual return | 15.86% | 32.50%-16.6pp | 23.20%-7.3pp | 34.64%-18.8pp |
| Employer contribution / active EE | $606 | $2,077-70.8% | $2,977-79.6% | $1,891-68.0% |
| Participant deferral / active EE | $5,169 | $3,795+36.2% | $5,076+1.8% | $3,080+67.8% |
| Admin fee / account holder | $1,926 | $4,208-54.2% | $11,957-83.9% | $3,454-44.2% |