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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 | $36,056 | $85,515-57.8% | $112,040-67.8% | $67,986-47.0% |
| Participation rate | 69.2% | 68.2%+1.0pp | 76.5%-7.3pp | 57.2%+12.0pp |
| Annual return | 13.38% | 29.68%-16.3pp | 24.52%-11.1pp | 31.67%-18.3pp |
| Employer contribution / active EE | $1,477 | $2,191-32.6% | $2,954-50.0% | $2,019-26.9% |
| Participant deferral / active EE | $2,898 | $4,014-27.8% | $5,098-43.1% | $3,358-13.7% |
| Admin fee / account holder | $3,896 | $3,774+3.2% | $12,098-67.8% | $3,203+21.6% |