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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 | $52,581+103.4% | $130,788-18.2% | $64,340+66.2% |
| Participation rate | 64.2% | 46.5%+17.6pp | 70.1%-5.9pp | 55.2%+8.9pp |
| Annual return | 16.80% | 20.39%-3.6pp | 386.44%-369.6pp | 24.14%-7.3pp |
| Employer contribution / active EE | $2,413 | $1,031+134.0% | $3,558-32.2% | $1,862+29.6% |
| Participant deferral / active EE | $5,344 | $2,200+142.9% | $4,137+29.2% | $2,980+79.3% |
| Admin fee / account holder | $4,139 | $4,583-9.7% | $6,673-38.0% | $3,703+11.8% |