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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 | $95,357 | $75,058+27.0% | $152,301-37.4% | $64,340+48.2% |
| Participation rate | 65.5% | 60.9%+4.6pp | 82.4%-17.0pp | 55.2%+10.2pp |
| Annual return | 18.02% | 29.93%-11.9pp | 80.50%-62.5pp | 24.14%-6.1pp |
| Employer contribution / active EE | $3,523 | $2,605+35.3% | $4,624-23.8% | $1,862+89.2% |
| Participant deferral / active EE | $6,904 | $5,041+37.0% | $8,004-13.7% | $2,980+131.7% |
| Admin fee / account holder | $3,566 | $4,050-12.0% | $14,398-75.2% | $3,703-3.7% |