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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 | $67,594+62.8% | $77,361+42.3% | $69,733+57.8% |
| Participation rate | 69.9% | 71.7%-1.8pp | 75.0%-5.0pp | 62.5%+7.5pp |
| Annual return | 13.45% | 19.20%-5.8pp | 1011.54%-998.1pp | 15.22%-1.8pp |
| Employer contribution / active EE | $2,903 | $2,649+9.6% | $2,990-2.9% | $2,250+29.0% |
| Participant deferral / active EE | $4,410 | $3,401+29.7% | $3,911+12.8% | $3,054+44.4% |
| Admin fee / account holder | $4,034 | $1,159+247.9% | $5,894-31.6% | $3,102+30.0% |