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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 | $148,378 | $67,595+119.5% | $186,193-20.3% | $64,340+130.6% |
| Participation rate | 57.3% | 51.9%+5.3pp | 77.1%-19.8pp | 55.2%+2.0pp |
| Annual return | 18.35% | 17.46%+0.9pp | 78.03%-59.7pp | 24.14%-5.8pp |
| Employer contribution / active EE | $2,334 | $1,513+54.3% | $3,918-40.4% | $1,862+25.4% |
| Participant deferral / active EE | $5,917 | $3,023+95.7% | $6,513-9.2% | $2,980+98.5% |
| Admin fee / account holder | $29,624 | $5,311+457.8% | $11,058+167.9% | $3,703+700.1% |