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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 | $70,737 | $45,343+56.0% | $150,298-52.9% | $67,986+4.0% |
| Participation rate | 54.0% | 51.9%+2.1pp | 77.8%-23.8pp | 57.2%-3.2pp |
| Annual return | 13.68% | 33.28%-19.6pp | 62.79%-49.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $2,187 | $1,462+49.6% | $4,154-47.4% | $2,019+8.3% |
| Participant deferral / active EE | $3,503 | $2,055+70.5% | $5,453-35.8% | $3,358+4.3% |
| Admin fee / account holder | $2,337 | $2,250+3.9% | $14,116-83.4% | $3,203-27.0% |