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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 | $118,591 | $91,760+29.2% | $156,181-24.1% | $67,986+74.4% |
| Participation rate | 42.2% | 65.0%-22.9pp | 78.8%-36.7pp | 57.2%-15.1pp |
| Annual return | 18.61% | 18.14%+0.5pp | 64.87%-46.3pp | 31.67%-13.1pp |
| Employer contribution / active EE | $1,578 | $2,419-34.8% | $4,294-63.3% | $2,019-21.9% |
| Participant deferral / active EE | $3,207 | $3,960-19.0% | $6,132-47.7% | $3,358-4.5% |
| Admin fee / account holder | $3,503 | $3,949-11.3% | $14,586-76.0% | $3,203+9.4% |