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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 | $106,619 | $45,126+136.3% | $85,187+25.2% | $74,459+43.2% |
| Participation rate | 68.4% | 49.4%+19.0pp | 67.5%+0.9pp | 67.2%+1.2pp |
| Annual return | 27.76% | 26.30%+1.5pp | 66.67%-38.9pp | 1369.70%-1341.9pp |
| Employer contribution / active EE | $1,692 | $1,460+15.9% | $2,732-38.1% | $2,626-35.6% |
| Participant deferral / active EE | $3,750 | $2,738+36.9% | $4,525-17.1% | $4,350-13.8% |
| Admin fee / account holder | $2,171 | $2,212-1.8% | $6,162-64.8% | $1,945+11.6% |