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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 | $88,360+135.4% | $145,433+43.0% | $67,986+206.0% |
| Participation rate | 62.7% | 65.5%-2.8pp | 82.1%-19.4pp | 57.2%+5.5pp |
| Annual return | 17.14% | 63.15%-46.0pp | 66.58%-49.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $3,001 | $3,054-1.7% | $4,554-34.1% | $2,019+48.7% |
| Participant deferral / active EE | $7,405 | $5,932+24.8% | $7,897-6.2% | $3,358+120.5% |
| Admin fee / account holder | $5,932 | $3,313+79.0% | $13,129-54.8% | $3,203+85.2% |