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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 | $144,833 | $76,696+88.8% | $96,515+50.1% | $71,511+102.5% |
| Participation rate | 64.8% | 66.6%-1.7pp | 74.3%-9.5pp | 67.9%-3.1pp |
| Annual return | 17.73% | 48.32%-30.6pp | 35.73%-18.0pp | 28.86%-11.1pp |
| Employer contribution / active EE | $1,646 | $3,032-45.7% | $3,740-56.0% | $2,589-36.4% |
| Participant deferral / active EE | $3,669 | $3,770-2.7% | $4,880-24.8% | $4,291-14.5% |
| Admin fee / account holder | $4,259 | $2,030+109.8% | $6,735-36.8% | $1,588+168.1% |