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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 | $75,379 | $75,058+0.4% | $152,301-50.5% | $64,340+17.2% |
| Participation rate | 57.6% | 60.9%-3.3pp | 82.4%-24.9pp | 55.2%+2.3pp |
| Annual return | 22.09% | 29.93%-7.8pp | 80.50%-58.4pp | 24.14%-2.1pp |
| Employer contribution / active EE | $1,947 | $2,605-25.3% | $4,624-57.9% | $1,862+4.6% |
| Participant deferral / active EE | $4,270 | $5,041-15.3% | $8,004-46.7% | $2,980+43.3% |
| Admin fee / account holder | $3,113 | $4,050-23.1% | $14,398-78.4% | $3,703-15.9% |