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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 | $175,557 | $117,746+49.1% | $256,809-31.6% | $69,733+151.8% |
| Participation rate | 69.4% | 77.1%-7.7pp | 88.5%-19.2pp | 62.5%+6.9pp |
| Annual return | 18.25% | 18.13%+0.1pp | 32.73%-14.5pp | 15.22%+3.0pp |
| Employer contribution / active EE | $1,259 | $4,123-69.5% | $7,263-82.7% | $2,250-44.0% |
| Participant deferral / active EE | $7,013 | $5,632+24.5% | $9,520-26.3% | $3,054+129.6% |
| Admin fee / account holder | $8,184 | $4,334+88.8% | $25,146-67.5% | $3,102+163.8% |