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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 | $99,094 | $45,343+118.5% | $150,298-34.1% | $67,986+45.8% |
| Participation rate | 49.6% | 51.9%-2.2pp | 77.8%-28.1pp | 57.2%-7.6pp |
| Annual return | 13.08% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $3,749 | $1,462+156.5% | $4,154-9.8% | $2,019+85.7% |
| Participant deferral / active EE | $3,738 | $2,055+81.9% | $5,453-31.4% | $3,358+11.3% |
| Admin fee / account holder | $2,606 | $2,250+15.8% | $14,116-81.5% | $3,203-18.7% |