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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 | $41,016+72.5% | $152,093-53.5% | $64,097+10.4% |
| Participation rate | 54.0% | 51.3%+2.6pp | 77.8%-23.8pp | 55.2%-1.2pp |
| Annual return | 13.68% | 39.60%-25.9pp | 66.36%-52.7pp | 34.64%-21.0pp |
| Employer contribution / active EE | $2,187 | $1,342+62.9% | $4,175-47.6% | $1,891+15.6% |
| Participant deferral / active EE | $3,503 | $1,927+81.7% | $5,451-35.7% | $3,080+13.7% |
| Admin fee / account holder | $2,337 | $2,305+1.4% | $14,497-83.9% | $3,454-32.3% |