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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 | $208,025 | $76,642+171.4% | $146,866+41.6% | $65,306+218.5% |
| Participation rate | 62.7% | 61.2%+1.4pp | 82.5%-19.8pp | 57.7%+5.0pp |
| Annual return | 17.14% | 33.40%-16.3pp | 102.85%-85.7pp | 21.94%-4.8pp |
| Employer contribution / active EE | $3,001 | $2,621+14.5% | $4,425-32.2% | $1,967+52.6% |
| Participant deferral / active EE | $7,405 | $4,864+52.2% | $7,759-4.6% | $2,959+150.2% |
| Admin fee / account holder | $5,932 | $3,960+49.8% | $13,620-56.4% | $3,480+70.5% |