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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 | $119,495 | $98,547+21.3% | $216,567-44.8% | $69,733+71.4% |
| Participation rate | 65.0% | 68.4%-3.3pp | 81.6%-16.6pp | 62.5%+2.6pp |
| Annual return | 12.66% | 14.25%-1.6pp | 12.94%-0.3pp | 15.22%-2.6pp |
| Employer contribution / active EE | $2,442 | $2,660-8.2% | $5,216-53.2% | $2,250+8.5% |
| Participant deferral / active EE | $5,071 | $3,496+45.1% | $6,191-18.1% | $3,054+66.0% |
| Admin fee / account holder | $11,845 | $4,094+189.3% | $21,981-46.1% | $3,102+281.9% |