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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 | $94,109 | $83,369+12.9% | $105,223-10.6% | $67,986+38.4% |
| Participation rate | 65.9% | 56.3%+9.7pp | 75.0%-9.1pp | 57.2%+8.7pp |
| Annual return | 18.45% | 24.64%-6.2pp | 180.65%-162.2pp | 31.67%-13.2pp |
| Employer contribution / active EE | $2,512 | $2,541-1.1% | $3,689-31.9% | $2,019+24.4% |
| Participant deferral / active EE | $4,787 | $3,295+45.3% | $5,072-5.6% | $3,358+42.6% |
| Admin fee / account holder | $2,060 | $4,073-49.4% | $8,859-76.7% | $3,203-35.7% |