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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 | $106,930 | $51,736+106.7% | $120,225-11.1% | $67,986+57.3% |
| Participation rate | 64.2% | 46.1%+18.1pp | 69.6%-5.4pp | 57.2%+7.0pp |
| Annual return | 16.80% | 31.98%-15.2pp | 439.23%-422.4pp | 31.67%-14.9pp |
| Employer contribution / active EE | $2,413 | $1,071+125.2% | $3,475-30.6% | $2,019+19.5% |
| Participant deferral / active EE | $5,344 | $2,206+142.3% | $3,999+33.6% | $3,358+59.1% |
| Admin fee / account holder | $4,139 | $4,159-0.5% | $5,696-27.3% | $3,203+29.2% |