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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 | $110,062 | $64,705+70.1% | $62,929+74.9% | $67,986+61.9% |
| Participation rate | 69.9% | 65.6%+4.3pp | 73.1%-3.2pp | 57.2%+12.7pp |
| Annual return | 13.45% | 20.31%-6.9pp | 1063.93%-1050.5pp | 31.67%-18.2pp |
| Employer contribution / active EE | $2,903 | $2,376+22.2% | $2,505+15.9% | $2,019+43.8% |
| Participant deferral / active EE | $4,410 | $3,198+37.9% | $3,888+13.4% | $3,358+31.3% |
| Admin fee / account holder | $4,034 | $1,428+182.5% | $5,065-20.4% | $3,203+25.9% |