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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 | $97,708 | $64,010+52.6% | $108,359-9.8% | $64,340+51.9% |
| Participation rate | 54.5% | 49.4%+5.2pp | 70.1%-15.6pp | 55.2%-0.7pp |
| Annual return | 14.84% | 19.74%-4.9pp | 36.89%-22.1pp | 24.14%-9.3pp |
| Employer contribution / active EE | $863 | $1,029-16.1% | $2,399-64.0% | $1,862-53.7% |
| Participant deferral / active EE | $2,802 | $2,395+17.0% | $4,137-32.3% | $2,980-6.0% |
| Admin fee / account holder | $3,432 | $4,885-29.7% | $9,741-64.8% | $3,703-7.3% |