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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 | $152,470 | $80,705+88.9% | $115,768+31.7% | $67,986+124.3% |
| Participation rate | 69.4% | 63.0%+6.4pp | 74.4%-5.0pp | 57.2%+12.2pp |
| Annual return | 15.58% | 18.49%-2.9pp | 100.46%-84.9pp | 31.67%-16.1pp |
| Employer contribution / active EE | $1,694 | $2,046-17.2% | $2,940-42.4% | $2,019-16.1% |
| Participant deferral / active EE | $4,533 | $3,559+27.4% | $4,917-7.8% | $3,358+35.0% |
| Admin fee / account holder | $13,117 | $4,135+217.2% | $12,439+5.4% | $3,203+309.5% |