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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 | $81,334-6.6% | $113,397-33.0% | $64,097+18.5% |
| Participation rate | 55.3% | 65.6%-10.3pp | 76.5%-21.2pp | 55.2%+0.1pp |
| Annual return | 33.42% | 32.50%+0.9pp | 23.20%+10.2pp | 34.64%-1.2pp |
| Employer contribution / active EE | $1,999 | $2,077-3.7% | $2,977-32.8% | $1,891+5.7% |
| Participant deferral / active EE | $6,558 | $3,795+72.8% | $5,076+29.2% | $3,080+112.9% |
| Admin fee / account holder | $5,370 | $4,208+27.6% | $11,957-55.1% | $3,454+55.5% |