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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 | $47,865 | $70,486-32.1% | $100,528-52.4% | $79,852-40.1% |
| Participation rate | 55.7% | 73.6%-18.0pp | 79.4%-23.7pp | 69.6%-14.0pp |
| Annual return | 123.06% | 21.90%+101.2pp | 30.90%+92.2pp | 31.72%+91.3pp |
| Employer contribution / active EE | $2,062 | $2,165-4.8% | $3,419-39.7% | $2,471-16.6% |
| Participant deferral / active EE | $3,611 | $5,182-30.3% | $6,271-42.4% | $3,740-3.4% |
| Admin fee / account holder | $3,233 | $4,480-27.8% | $8,084-60.0% | $5,306-39.1% |