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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 | $80,113 | $91,424-12.4% | $135,942-41.1% | $71,495+12.1% |
| Participation rate | 55.2% | 75.7%-20.4pp | 81.9%-26.7pp | 67.9%-12.7pp |
| Annual return | 23.17% | 29.90%-6.7pp | 68.28%-45.1pp | 28.85%-5.7pp |
| Employer contribution / active EE | $3,036 | $3,704-18.0% | $4,858-37.5% | $2,589+17.3% |
| Participant deferral / active EE | $6,448 | $7,092-9.1% | $7,759-16.9% | $4,291+50.3% |
| Admin fee / account holder | $5,605 | $1,266+342.7% | $10,764-47.9% | $1,588+253.0% |