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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 | $78,958 | $75,058+5.2% | $152,301-48.2% | $64,340+22.7% |
| Participation rate | 61.7% | 60.9%+0.8pp | 82.4%-20.8pp | 55.2%+6.4pp |
| Annual return | 15.57% | 29.93%-14.4pp | 80.50%-64.9pp | 24.14%-8.6pp |
| Employer contribution / active EE | $1,376 | $2,605-47.2% | $4,624-70.3% | $1,862-26.1% |
| Participant deferral / active EE | $4,179 | $5,041-17.1% | $8,004-47.8% | $2,980+40.2% |
| Admin fee / account holder | $12,999 | $4,050+220.9% | $14,398-9.7% | $3,703+251.1% |