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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 | $63,343 | $149,446-57.6% | $256,809-75.3% | $94,015-32.6% |
| Participation rate | 60.7% | 85.3%-24.6pp | 88.5%-27.8pp | 70.8%-10.1pp |
| Annual return | 17.40% | 17.55%-0.2pp | 32.73%-15.3pp | 17.84%-0.4pp |
| Employer contribution / active EE | $2,917 | $4,596-36.5% | $7,263-59.8% | $2,790+4.6% |
| Participant deferral / active EE | $5,755 | $6,491-11.3% | $9,520-39.5% | $4,249+35.4% |
| Admin fee / account holder | $2,553 | $24,035-89.4% | $25,146-89.8% | $8,951-71.5% |