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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 | $127,819 | $71,526+78.7% | $98,441+29.8% | $71,476+78.8% |
| Participation rate | 69.7% | 72.7%-3.0pp | 75.2%-5.4pp | 67.9%+1.8pp |
| Annual return | 22.73% | 32.42%-9.7pp | 21.16%+1.6pp | 28.85%-6.1pp |
| Employer contribution / active EE | $2,439 | $2,400+1.7% | $3,048-20.0% | $2,589-5.8% |
| Participant deferral / active EE | $6,394 | $4,110+55.6% | $4,738+34.9% | $4,290+49.0% |
| Admin fee / account holder | $11,772 | $1,675+602.7% | $8,960+31.4% | $1,587+641.6% |