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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 | $61,823 | $71,523-13.6% | $98,461-37.2% | $71,511-13.5% |
| Participation rate | 52.0% | 72.7%-20.7pp | 75.2%-23.2pp | 67.9%-16.0pp |
| Annual return | 15.96% | 32.43%-16.5pp | 21.17%-5.2pp | 28.86%-12.9pp |
| Employer contribution / active EE | $1,362 | $2,399-43.2% | $3,049-55.3% | $2,589-47.4% |
| Participant deferral / active EE | $3,469 | $4,109-15.6% | $4,738-26.8% | $4,291-19.2% |
| Admin fee / account holder | $7,597 | $1,676+353.3% | $8,961-15.2% | $1,588+378.3% |