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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 | $75,973 | $85,515-11.2% | $112,040-32.2% | $67,986+11.7% |
| Participation rate | 55.3% | 68.2%-12.9pp | 76.5%-21.2pp | 57.2%-1.9pp |
| Annual return | 33.42% | 29.68%+3.7pp | 24.52%+8.9pp | 31.67%+1.8pp |
| Employer contribution / active EE | $1,999 | $2,191-8.8% | $2,954-32.3% | $2,019-1.0% |
| Participant deferral / active EE | $6,558 | $4,014+63.4% | $5,098+28.7% | $3,358+95.3% |
| Admin fee / account holder | $5,370 | $3,774+42.3% | $12,098-55.6% | $3,203+67.6% |