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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 | $82,842 | $91,760-9.7% | $156,181-47.0% | $67,986+21.9% |
| Participation rate | 60.4% | 65.0%-4.6pp | 78.8%-18.5pp | 57.2%+3.2pp |
| Annual return | 14.73% | 18.14%-3.4pp | 64.87%-50.1pp | 31.67%-16.9pp |
| Employer contribution / active EE | $2,037 | $2,419-15.8% | $4,294-52.6% | $2,019+0.9% |
| Participant deferral / active EE | $3,458 | $3,960-12.7% | $6,132-43.6% | $3,358+3.0% |
| Admin fee / account holder | $5,251 | $3,949+33.0% | $14,586-64.0% | $3,203+63.9% |