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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 | $57,340 | $81,334-29.5% | $113,397-49.4% | $64,097-10.5% |
| Participation rate | 64.8% | 65.6%-0.8pp | 76.5%-11.7pp | 55.2%+9.7pp |
| Annual return | 20.00% | 32.50%-12.5pp | 23.20%-3.2pp | 34.64%-14.6pp |
| Employer contribution / active EE | $925 | $2,077-55.4% | $2,977-68.9% | $1,891-51.1% |
| Participant deferral / active EE | $2,473 | $3,795-34.8% | $5,076-51.3% | $3,080-19.7% |
| Admin fee / account holder | $2,627 | $4,208-37.6% | $11,957-78.0% | $3,454-24.0% |