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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 | $72,539 | $64,010+13.3% | $108,359-33.1% | $64,340+12.7% |
| Participation rate | 59.2% | 49.4%+9.9pp | 70.1%-10.9pp | 55.2%+4.0pp |
| Annual return | 30.60% | 19.74%+10.9pp | 36.89%-6.3pp | 24.14%+6.5pp |
| Employer contribution / active EE | $1,581 | $1,029+53.7% | $2,399-34.1% | $1,862-15.1% |
| Participant deferral / active EE | $3,777 | $2,395+57.7% | $4,137-8.7% | $2,980+26.7% |
| Admin fee / account holder | $5,044 | $4,885+3.3% | $9,741-48.2% | $3,703+36.2% |