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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 | $88,360-10.6% | $145,433-45.7% | $67,986+16.1% |
| Participation rate | 61.7% | 65.5%-3.8pp | 82.1%-20.5pp | 57.2%+4.5pp |
| Annual return | 15.57% | 63.15%-47.6pp | 66.58%-51.0pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,376 | $3,054-55.0% | $4,554-69.8% | $2,019-31.9% |
| Participant deferral / active EE | $4,179 | $5,932-29.5% | $7,897-47.1% | $3,358+24.5% |
| Admin fee / account holder | $12,999 | $3,313+292.3% | $13,129-1.0% | $3,203+305.8% |