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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 | $34,105 | $91,439-62.7% | $135,974-74.9% | $71,511-52.3% |
| Participation rate | 55.6% | 75.7%-20.1pp | 81.9%-26.4pp | 67.9%-12.4pp |
| Annual return | 22.74% | 29.90%-7.2pp | 68.30%-45.6pp | 28.86%-6.1pp |
| Employer contribution / active EE | $2,173 | $3,705-41.4% | $4,859-55.3% | $2,589-16.1% |
| Participant deferral / active EE | $4,974 | $7,093-29.9% | $7,760-35.9% | $4,291+15.9% |
| Admin fee / account holder | $1,748 | $1,267+38.0% | $10,767-83.8% | $1,588+10.0% |