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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 | $95,904+24.6% | $173,730-31.2% | $64,340+85.7% |
| Participation rate | 65.0% | 60.6%+4.4pp | 79.6%-14.5pp | 55.2%+9.8pp |
| Annual return | 12.66% | 17.47%-4.8pp | 19.96%-7.3pp | 24.14%-11.5pp |
| Employer contribution / active EE | $2,442 | $2,323+5.2% | $4,577-46.6% | $1,862+31.2% |
| Participant deferral / active EE | $5,071 | $3,488+45.4% | $6,326-19.8% | $2,980+70.2% |
| Admin fee / account holder | $11,845 | $5,089+132.8% | $17,523-32.4% | $3,703+219.9% |