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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 | $97,511 | $77,094+26.5% | $173,703-43.9% | $69,733+39.8% |
| Participation rate | 47.1% | 55.7%-8.7pp | 75.9%-28.8pp | 62.5%-15.4pp |
| Annual return | 9.61% | 11.44%-1.8pp | 17.46%-7.8pp | 15.22%-5.6pp |
| Employer contribution / active EE | $1,507 | $1,704-11.5% | $4,288-64.8% | $2,250-33.0% |
| Participant deferral / active EE | $2,717 | $2,355+15.4% | $4,854-44.0% | $3,054-11.1% |
| Admin fee / account holder | $6,127 | $2,291+167.4% | $15,562-60.6% | $3,102+97.5% |