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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 | $75,058+177.2% | $152,301+36.6% | $64,340+223.3% |
| Participation rate | 62.7% | 60.9%+1.8pp | 82.4%-19.8pp | 55.2%+7.4pp |
| Annual return | 17.14% | 29.93%-12.8pp | 80.50%-63.4pp | 24.14%-7.0pp |
| Employer contribution / active EE | $3,001 | $2,605+15.2% | $4,624-35.1% | $1,862+61.2% |
| Participant deferral / active EE | $7,405 | $5,041+46.9% | $8,004-7.5% | $2,980+148.5% |
| Admin fee / account holder | $5,932 | $4,050+46.5% | $14,398-58.8% | $3,703+60.2% |