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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 | $63,095 | $80,705-21.8% | $115,768-45.5% | $67,986-7.2% |
| Participation rate | 63.5% | 63.0%+0.5pp | 74.4%-10.9pp | 57.2%+6.3pp |
| Annual return | 14.71% | 18.49%-3.8pp | 100.46%-85.7pp | 31.67%-17.0pp |
| Employer contribution / active EE | $1,424 | $2,046-30.4% | $2,940-51.6% | $2,019-29.5% |
| Participant deferral / active EE | $3,356 | $3,559-5.7% | $4,917-31.7% | $3,358-0.1% |
| Admin fee / account holder | $2,130 | $4,135-48.5% | $12,439-82.9% | $3,203-33.5% |