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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 | $101,262 | $45,126+124.4% | $85,187+18.9% | $74,459+36.0% |
| Participation rate | 54.9% | 49.4%+5.5pp | 67.5%-12.7pp | 67.2%-12.4pp |
| Annual return | 19.39% | 26.30%-6.9pp | 66.67%-47.3pp | 1369.70%-1350.3pp |
| Employer contribution / active EE | $2,636 | $1,460+80.6% | $2,732-3.5% | $2,626+0.4% |
| Participant deferral / active EE | $5,272 | $2,738+92.5% | $4,525+16.5% | $4,350+21.2% |
| Admin fee / account holder | $3,337 | $2,212+50.9% | $6,162-45.9% | $1,945+71.6% |