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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 | $119,267 | $95,904+24.4% | $173,730-31.3% | $64,340+85.4% |
| Participation rate | 62.7% | 60.6%+2.0pp | 79.6%-16.9pp | 55.2%+7.4pp |
| Annual return | 13.19% | 17.47%-4.3pp | 19.96%-6.8pp | 24.14%-11.0pp |
| Employer contribution / active EE | $737 | $2,323-68.3% | $4,577-83.9% | $1,862-60.4% |
| Participant deferral / active EE | $2,360 | $3,488-32.3% | $6,326-62.7% | $2,980-20.8% |
| Admin fee / account holder | $7,065 | $5,089+38.8% | $17,523-59.7% | $3,703+90.8% |