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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 | $91,760+30.0% | $156,181-23.6% | $67,986+75.4% |
| Participation rate | 62.7% | 65.0%-2.3pp | 78.8%-16.2pp | 57.2%+5.5pp |
| Annual return | 13.19% | 18.14%-5.0pp | 64.87%-51.7pp | 31.67%-18.5pp |
| Employer contribution / active EE | $737 | $2,419-69.5% | $4,294-82.8% | $2,019-63.5% |
| Participant deferral / active EE | $2,360 | $3,960-40.4% | $6,132-61.5% | $3,358-29.7% |
| Admin fee / account holder | $7,065 | $3,949+78.9% | $14,586-51.6% | $3,203+120.6% |