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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 | $75,541+24.0% | $152,093-38.4% | $82,637+13.4% |
| Participation rate | 67.7% | 66.5%+1.2pp | 77.8%-10.1pp | 68.1%-0.3pp |
| Annual return | 18.28% | 32.56%-14.3pp | 66.36%-48.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $3,007 | $2,622+14.7% | $4,175-28.0% | $2,552+17.8% |
| Participant deferral / active EE | $4,113 | $3,206+28.3% | $5,451-24.6% | $4,126-0.3% |
| Admin fee / account holder | $6,918 | $6,405+8.0% | $14,497-52.3% | $7,339-5.7% |