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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 | $57,145 | $51,166+11.7% | $70,544-19.0% | $71,511-20.1% |
| Participation rate | 55.1% | 59.4%-4.2pp | 68.4%-13.2pp | 67.9%-12.8pp |
| Annual return | 70.06% | 42.71%+27.3pp | 32.79%+37.3pp | 28.86%+41.2pp |
| Employer contribution / active EE | $2,088 | $1,793+16.4% | $2,976-29.8% | $2,589-19.4% |
| Participant deferral / active EE | $4,637 | $3,031+53.0% | $4,568+1.5% | $4,291+8.1% |
| Admin fee / account holder | $2,563 | $2,000+28.1% | $6,427-60.1% | $1,588+61.3% |