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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 | $93,670 | $78,690+19.0% | $161,489-42.0% | $87,485+7.1% |
| Participation rate | 67.7% | 67.5%+0.2pp | 78.7%-11.0pp | 68.9%-1.2pp |
| Annual return | 18.28% | 32.74%-14.5pp | 89.72%-71.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $3,007 | $2,588+16.2% | $4,268-29.6% | $2,596+15.8% |
| Participant deferral / active EE | $4,113 | $3,311+24.2% | $5,630-26.9% | $4,274-3.8% |
| Admin fee / account holder | $6,918 | $6,724+2.9% | $16,006-56.8% | $7,775-11.0% |