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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 | $145,431-56.4% | $211,142-70.0% | $87,485-27.6% |
| Participation rate | 60.7% | 84.7%-24.0pp | 87.3%-26.6pp | 68.9%-8.2pp |
| Annual return | 17.40% | 27.21%-9.8pp | 46.84%-29.4pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,917 | $4,662-37.4% | $6,442-54.7% | $2,596+12.4% |
| Participant deferral / active EE | $5,755 | $6,859-16.1% | $9,284-38.0% | $4,274+34.7% |
| Admin fee / account holder | $2,553 | $17,052-85.0% | $19,076-86.6% | $7,775-67.2% |