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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 | $33,470 | $82,879-59.6% | $96,576-65.3% | $67,986-50.8% |
| Participation rate | 67.6% | 75.2%-7.6pp | 81.4%-13.9pp | 57.2%+10.3pp |
| Annual return | 33.63% | 36.90%-3.3pp | 38.47%-4.8pp | 31.67%+2.0pp |
| Employer contribution / active EE | $2,424 | $2,727-11.1% | $3,553-31.8% | $2,019+20.1% |
| Participant deferral / active EE | $5,386 | $6,976-22.8% | $7,956-32.3% | $3,358+60.4% |
| Admin fee / account holder | $1,035 | $2,783-62.8% | $11,381-90.9% | $3,203-67.7% |