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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 | $65,246+11.2% | $98,716-26.5% | $67,986+6.7% |
| Participation rate | 59.2% | 51.4%+7.8pp | 69.3%-10.1pp | 57.2%+2.0pp |
| Annual return | 30.60% | 20.58%+10.0pp | 31.81%-1.2pp | 31.67%-1.1pp |
| Employer contribution / active EE | $1,581 | $1,042+51.7% | $2,279-30.6% | $2,019-21.7% |
| Participant deferral / active EE | $3,777 | $2,594+45.6% | $4,048-6.7% | $3,358+12.5% |
| Admin fee / account holder | $5,044 | $4,561+10.6% | $8,703-42.0% | $3,203+57.5% |