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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 | $66,332 | $82,972-20.1% | $103,374-35.8% | $77,671-14.6% |
| Participation rate | 31.9% | 71.5%-39.7pp | 74.5%-42.7pp | 70.6%-38.7pp |
| Annual return | 29.34% | 19.14%+10.2pp | 24.89%+4.4pp | 31.21%-1.9pp |
| Employer contribution / active EE | $1,521 | $3,554-57.2% | $3,869-60.7% | $2,726-44.2% |
| Participant deferral / active EE | $3,375 | $4,108-17.8% | $5,058-33.3% | $4,648-27.4% |
| Admin fee / account holder | $13,545 | $639+2021.2% | $8,394+61.4% | $430+3047.2% |