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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 | $68,331 | $91,474-25.3% | $135,982-49.7% | $71,529-4.5% |
| Participation rate | 66.7% | 75.7%-9.0pp | 81.9%-15.3pp | 67.9%-1.3pp |
| Annual return | 50.82% | 29.89%+20.9pp | 68.32%-17.5pp | 28.97%+21.8pp |
| Employer contribution / active EE | $3,463 | $3,705-6.5% | $4,859-28.7% | $2,590+33.7% |
| Participant deferral / active EE | $6,912 | $7,095-2.6% | $7,760-10.9% | $4,291+61.1% |
| Admin fee / account holder | $2,392 | $1,267+88.7% | $10,767-77.8% | $1,588+50.6% |