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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 | $84,058 | $51,283+63.9% | $95,740-12.2% | $71,511+17.5% |
| Participation rate | 51.4% | 63.1%-11.7pp | 72.3%-20.9pp | 67.9%-16.5pp |
| Annual return | 23.26% | 25.25%-2.0pp | 28.41%-5.2pp | 28.86%-5.6pp |
| Employer contribution / active EE | $465 | $1,817-74.4% | $2,836-83.6% | $2,589-82.0% |
| Participant deferral / active EE | $4,792 | $3,365+42.4% | $4,244+12.9% | $4,291+11.7% |
| Admin fee / account holder | $3,047 | $1,135+168.5% | $5,676-46.3% | $1,588+91.8% |