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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 | $64,501+12.5% | $108,753-33.3% | $65,306+11.1% |
| Participation rate | 59.2% | 50.8%+8.4pp | 71.1%-11.8pp | 57.7%+1.6pp |
| Annual return | 30.60% | 21.09%+9.5pp | 37.47%-6.9pp | 21.94%+8.7pp |
| Employer contribution / active EE | $1,581 | $1,069+47.8% | $2,427-34.9% | $1,967-19.7% |
| Participant deferral / active EE | $3,777 | $2,401+57.3% | $4,115-8.2% | $2,959+27.6% |
| Admin fee / account holder | $5,044 | $4,971+1.5% | $10,320-51.1% | $3,480+44.9% |