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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 | $70,737 | $43,749+61.7% | $158,223-55.3% | $65,306+8.3% |
| Participation rate | 54.0% | 56.9%-2.9pp | 79.2%-25.2pp | 57.7%-3.7pp |
| Annual return | 13.68% | 19.41%-5.7pp | 52.09%-38.4pp | 21.94%-8.3pp |
| Employer contribution / active EE | $2,187 | $1,497+46.0% | $4,109-46.8% | $1,967+11.2% |
| Participant deferral / active EE | $3,503 | $2,019+73.5% | $5,467-35.9% | $2,959+18.4% |
| Admin fee / account holder | $2,337 | $1,930+21.1% | $16,047-85.4% | $3,480-32.8% |