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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 | $164,174 | $80,705+103.4% | $115,768+41.8% | $67,986+141.5% |
| Participation rate | 66.7% | 63.0%+3.7pp | 74.4%-7.7pp | 57.2%+9.5pp |
| Annual return | 17.65% | 18.49%-0.8pp | 100.46%-82.8pp | 31.67%-14.0pp |
| Employer contribution / active EE | $2,456 | $2,046+20.0% | $2,940-16.5% | $2,019+21.7% |
| Participant deferral / active EE | $5,608 | $3,559+57.6% | $4,917+14.1% | $3,358+67.0% |
| Admin fee / account holder | $5,848 | $4,135+41.4% | $12,439-53.0% | $3,203+82.6% |