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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 | $145,187 | $88,360+64.3% | $145,433-0.2% | $67,986+113.6% |
| Participation rate | 65.2% | 65.5%-0.3pp | 82.1%-16.9pp | 57.2%+8.0pp |
| Annual return | 15.53% | 63.15%-47.6pp | 66.58%-51.0pp | 31.67%-16.1pp |
| Employer contribution / active EE | $3,144 | $3,054+2.9% | $4,554-31.0% | $2,019+55.7% |
| Participant deferral / active EE | $6,194 | $5,932+4.4% | $7,897-21.6% | $3,358+84.4% |
| Admin fee / account holder | $11,178 | $3,313+237.4% | $13,129-14.9% | $3,203+249.0% |