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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 | $129,502 | $83,369+55.3% | $105,223+23.1% | $67,986+90.5% |
| Participation rate | 64.7% | 56.3%+8.4pp | 75.0%-10.4pp | 57.2%+7.5pp |
| Annual return | 40.71% | 24.64%+16.1pp | 180.65%-139.9pp | 31.67%+9.0pp |
| Employer contribution / active EE | $2,611 | $2,541+2.8% | $3,689-29.2% | $2,019+29.3% |
| Participant deferral / active EE | $6,244 | $3,295+89.5% | $5,072+23.1% | $3,358+86.0% |
| Admin fee / account holder | $27,716 | $4,073+580.5% | $8,859+212.9% | $3,203+765.3% |