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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 | $71,648 | $41,016+74.7% | $152,093-52.9% | $64,097+11.8% |
| Participation rate | 52.1% | 51.3%+0.7pp | 77.8%-25.7pp | 55.2%-3.1pp |
| Annual return | 18.93% | 39.60%-20.7pp | 66.36%-47.4pp | 34.64%-15.7pp |
| Employer contribution / active EE | $1,987 | $1,342+48.0% | $4,175-52.4% | $1,891+5.1% |
| Participant deferral / active EE | $3,633 | $1,927+88.5% | $5,451-33.4% | $3,080+18.0% |
| Admin fee / account holder | $1,371 | $2,305-40.5% | $14,497-90.5% | $3,454-60.3% |