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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 | $95,904-13.6% | $173,730-52.3% | $64,340+28.8% |
| Participation rate | 60.4% | 60.6%-0.2pp | 79.6%-19.2pp | 55.2%+5.1pp |
| Annual return | 14.73% | 17.47%-2.7pp | 19.96%-5.2pp | 24.14%-9.4pp |
| Employer contribution / active EE | $2,037 | $2,323-12.3% | $4,577-55.5% | $1,862+9.4% |
| Participant deferral / active EE | $3,458 | $3,488-0.8% | $6,326-45.3% | $2,980+16.0% |
| Admin fee / account holder | $5,251 | $5,089+3.2% | $17,523-70.0% | $3,703+41.8% |