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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 | $96,690 | $75,058+28.8% | $152,301-36.5% | $64,340+50.3% |
| Participation rate | 67.3% | 60.9%+6.4pp | 82.4%-15.2pp | 55.2%+12.0pp |
| Annual return | 16.69% | 29.93%-13.2pp | 80.50%-63.8pp | 24.14%-7.5pp |
| Employer contribution / active EE | $3,787 | $2,605+45.4% | $4,624-18.1% | $1,862+103.4% |
| Participant deferral / active EE | $8,629 | $5,041+71.2% | $8,004+7.8% | $2,980+189.5% |
| Admin fee / account holder | $2,930 | $4,050-27.7% | $14,398-79.6% | $3,703-20.9% |