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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 | $81,692 | $71,872+13.7% | $86,691-5.8% | $68,495+19.3% |
| Participation rate | 65.2% | 72.2%-7.1pp | 76.6%-11.4pp | 67.9%-2.7pp |
| Annual return | -12.68% | 3.53%-16.2pp | 35.94%-48.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,622 | $2,173+20.7% | $2,837-7.6% | $2,596+1.0% |
| Participant deferral / active EE | $5,518 | $3,779+46.0% | $4,656+18.5% | $4,028+37.0% |
| Admin fee / account holder | $14,401 | $6,112+135.6% | $7,492+92.2% | $5,403+166.5% |