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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 | $95,409 | $75,058+27.1% | $152,301-37.4% | $64,340+48.3% |
| Participation rate | 65.9% | 60.9%+5.0pp | 82.4%-16.5pp | 55.2%+10.7pp |
| Annual return | 24.51% | 29.93%-5.4pp | 80.50%-56.0pp | 24.14%+0.4pp |
| Employer contribution / active EE | $2,949 | $2,605+13.2% | $4,624-36.2% | $1,862+58.4% |
| Participant deferral / active EE | $7,095 | $5,041+40.7% | $8,004-11.4% | $2,980+138.1% |
| Admin fee / account holder | $317 | $4,050-92.2% | $14,398-97.8% | $3,703-91.4% |