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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 | $86,201 | $85,515+0.8% | $112,040-23.1% | $67,986+26.8% |
| Participation rate | 54.4% | 68.2%-13.8pp | 76.5%-22.1pp | 57.2%-2.8pp |
| Annual return | 14.09% | 29.68%-15.6pp | 24.52%-10.4pp | 31.67%-17.6pp |
| Employer contribution / active EE | $3,455 | $2,191+57.7% | $2,954+17.0% | $2,019+71.1% |
| Participant deferral / active EE | $4,159 | $4,014+3.6% | $5,098-18.4% | $3,358+23.9% |
| Admin fee / account holder | $25,030 | $3,774+563.3% | $12,098+106.9% | $3,203+681.4% |