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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 | $64,881 | $93,010-30.2% | $96,515-32.8% | $74,460-12.9% |
| Participation rate | 43.9% | 71.6%-27.6pp | 74.3%-30.4pp | 70.7%-26.8pp |
| Annual return | 20.77% | 37.50%-16.7pp | 35.73%-15.0pp | 34.38%-13.6pp |
| Employer contribution / active EE | $1,716 | $3,427-49.9% | $3,740-54.1% | $2,638-35.0% |
| Participant deferral / active EE | $4,271 | $3,971+7.6% | $4,880-12.5% | $4,530-5.7% |
| Admin fee / account holder | $10,091 | $633+1493.5% | $6,735+49.8% | $348+2801.5% |