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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 | $58,707 | $106,524-44.9% | $152,301-61.5% | $87,485-32.9% |
| Participation rate | 59.7% | 75.8%-16.1pp | 82.4%-22.7pp | 68.9%-9.2pp |
| Annual return | 20.77% | 26.89%-6.1pp | 80.50%-59.7pp | 26.06%-5.3pp |
| Employer contribution / active EE | $1,932 | $3,371-42.7% | $4,624-58.2% | $2,596-25.6% |
| Participant deferral / active EE | $6,724 | $6,525+3.1% | $8,004-16.0% | $4,274+57.3% |
| Admin fee / account holder | $3,548 | $8,287-57.2% | $14,398-75.4% | $7,775-54.4% |