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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 | $75,599 | $79,700-5.1% | $153,643-50.8% | $74,459+1.5% |
| Participation rate | 69.1% | 69.8%-0.7pp | 77.1%-8.0pp | 67.2%+1.9pp |
| Annual return | 17.58% | 15.07%+2.5pp | 15.71%+1.9pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $5,618 | $4,016+39.9% | $5,039+11.5% | $2,626+113.9% |
| Participant deferral / active EE | $6,641 | $5,315+24.9% | $6,754-1.7% | $4,350+52.7% |
| Admin fee / account holder | $1,916 | $1,790+7.0% | $12,739-85.0% | $1,945-1.5% |