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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 | $36,321 | $66,275-45.2% | $163,379-77.8% | $64,097-43.3% |
| Participation rate | 54.7% | 54.1%+0.7pp | 76.8%-22.1pp | 55.2%-0.5pp |
| Annual return | 32.42% | 32.72%-0.3pp | 63.41%-31.0pp | 34.64%-2.2pp |
| Employer contribution / active EE | $1,499 | $1,521-1.4% | $3,752-60.1% | $1,891-20.7% |
| Participant deferral / active EE | $5,744 | $3,126+83.8% | $6,282-8.6% | $3,080+86.5% |
| Admin fee / account holder | $2,016 | $4,569-55.9% | $9,818-79.5% | $3,454-41.6% |