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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 | $67,638+7.2% | $133,346-45.6% | $69,733+4.0% |
| Participation rate | 59.2% | 54.3%+5.0pp | 72.8%-13.6pp | 62.5%-3.2pp |
| Annual return | 30.60% | 13.38%+17.2pp | 36.85%-6.3pp | 15.22%+15.4pp |
| Employer contribution / active EE | $1,581 | $1,177+34.2% | $2,853-44.6% | $2,250-29.8% |
| Participant deferral / active EE | $3,777 | $2,567+47.2% | $4,332-12.8% | $3,054+23.7% |
| Admin fee / account holder | $5,044 | $4,814+4.8% | $14,264-64.6% | $3,102+62.6% |