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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 | $46,567 | $83,369-44.1% | $105,223-55.7% | $67,986-31.5% |
| Participation rate | 63.0% | 56.3%+6.7pp | 75.0%-12.1pp | 57.2%+5.8pp |
| Annual return | 18.47% | 24.64%-6.2pp | 180.65%-162.2pp | 31.67%-13.2pp |
| Employer contribution / active EE | $1,886 | $2,541-25.8% | $3,689-48.9% | $2,019-6.6% |
| Participant deferral / active EE | $3,489 | $3,295+5.9% | $5,072-31.2% | $3,358+3.9% |
| Admin fee / account holder | $3,268 | $4,073-19.8% | $8,859-63.1% | $3,203+2.0% |