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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 | $79,867-54.9% | $120,344-70.0% | $64,340-44.0% |
| Participation rate | 69.2% | 63.0%+6.3pp | 76.7%-7.5pp | 55.2%+14.0pp |
| Annual return | 13.38% | 21.10%-7.7pp | 20.30%-6.9pp | 24.14%-10.8pp |
| Employer contribution / active EE | $1,477 | $1,925-23.3% | $3,020-51.1% | $1,862-20.7% |
| Participant deferral / active EE | $2,898 | $3,593-19.3% | $5,135-43.6% | $2,980-2.7% |
| Admin fee / account holder | $3,896 | $5,039-22.7% | $12,742-69.4% | $3,703+5.2% |