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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 | $64,501+51.5% | $108,753-10.2% | $65,306+49.6% |
| Participation rate | 54.5% | 50.8%+3.7pp | 71.1%-16.5pp | 57.7%-3.1pp |
| Annual return | 14.84% | 21.09%-6.2pp | 37.47%-22.6pp | 21.94%-7.1pp |
| Employer contribution / active EE | $863 | $1,069-19.3% | $2,427-64.5% | $1,967-56.2% |
| Participant deferral / active EE | $2,802 | $2,401+16.7% | $4,115-31.9% | $2,959-5.3% |
| Admin fee / account holder | $3,432 | $4,971-31.0% | $10,320-66.7% | $3,480-1.4% |