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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 | $73,279 | $65,246+12.3% | $98,716-25.8% | $67,986+7.8% |
| Participation rate | 69.6% | 51.4%+18.2pp | 69.3%+0.3pp | 57.2%+12.4pp |
| Annual return | 13.99% | 20.58%-6.6pp | 31.81%-17.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $412 | $1,042-60.5% | $2,279-81.9% | $2,019-79.6% |
| Participant deferral / active EE | $4,915 | $2,594+89.4% | $4,048+21.4% | $3,358+46.4% |
| Admin fee / account holder | $3,854 | $4,561-15.5% | $8,703-55.7% | $3,203+20.3% |