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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 | $40,227 | $106,749-62.3% | $145,433-72.3% | $82,448-51.2% |
| Participation rate | 68.1% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%0pp |
| Annual return | 31.64% | 27.59%+4.0pp | 66.58%-34.9pp | 41.64%-10.0pp |
| Employer contribution / active EE | $4,473 | $3,444+29.9% | $4,554-1.8% | $2,551+75.3% |
| Participant deferral / active EE | $9,915 | $6,519+52.1% | $7,897+25.6% | $4,139+139.5% |
| Admin fee / account holder | $4,372 | $8,390-47.9% | $13,129-66.7% | $7,234-39.6% |