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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 | $88,360+9.4% | $145,433-33.5% | $67,986+42.2% |
| Participation rate | 67.3% | 65.5%+1.8pp | 82.1%-14.8pp | 57.2%+10.1pp |
| Annual return | 16.69% | 63.15%-46.5pp | 66.58%-49.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $3,787 | $3,054+24.0% | $4,554-16.9% | $2,019+87.6% |
| Participant deferral / active EE | $8,629 | $5,932+45.5% | $7,897+9.3% | $3,358+157.0% |
| Admin fee / account holder | $2,930 | $3,313-11.6% | $13,129-77.7% | $3,203-8.5% |