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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 | $94,772 | $85,515+10.8% | $112,040-15.4% | $67,986+39.4% |
| Participation rate | 62.7% | 68.2%-5.5pp | 76.5%-13.8pp | 57.2%+5.5pp |
| Annual return | 14.98% | 29.68%-14.7pp | 24.52%-9.5pp | 31.67%-16.7pp |
| Employer contribution / active EE | $692 | $2,191-68.4% | $2,954-76.6% | $2,019-65.7% |
| Participant deferral / active EE | $3,316 | $4,014-17.4% | $5,098-35.0% | $3,358-1.3% |
| Admin fee / account holder | $10,612 | $3,774+181.2% | $12,098-12.3% | $3,203+231.3% |