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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 | $43,496+64.7% | $161,489-55.6% | $64,340+11.4% |
| Participation rate | 52.1% | 53.5%-1.5pp | 78.7%-26.6pp | 55.2%-3.2pp |
| Annual return | 18.93% | 20.76%-1.8pp | 89.72%-70.8pp | 24.14%-5.2pp |
| Employer contribution / active EE | $1,987 | $1,431+38.9% | $4,268-53.4% | $1,862+6.7% |
| Participant deferral / active EE | $3,633 | $1,996+82.0% | $5,630-35.5% | $2,980+21.9% |
| Admin fee / account holder | $1,371 | $2,330-41.2% | $16,006-91.4% | $3,703-63.0% |