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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 | $93,005 | $83,090+11.9% | $130,062-28.5% | $71,529+30.0% |
| Participation rate | 64.6% | 74.1%-9.6pp | 78.5%-13.9pp | 67.9%-3.4pp |
| Annual return | 20.72% | 20.61%+0.1pp | -137.37%+158.1pp | 28.97%-8.2pp |
| Employer contribution / active EE | $2,011 | $2,624-23.3% | $4,322-53.5% | $2,590-22.3% |
| Participant deferral / active EE | $7,775 | $4,436+75.3% | $5,821+33.6% | $4,291+81.2% |
| Admin fee / account holder | $4,969 | $1,727+187.7% | $10,601-53.1% | $1,588+212.8% |