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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 | $71,648 | $45,343+58.0% | $150,298-52.3% | $67,986+5.4% |
| Participation rate | 52.1% | 51.9%+0.2pp | 77.8%-25.7pp | 57.2%-5.2pp |
| Annual return | 18.93% | 33.28%-14.3pp | 62.79%-43.9pp | 31.67%-12.7pp |
| Employer contribution / active EE | $1,987 | $1,462+35.9% | $4,154-52.2% | $2,019-1.6% |
| Participant deferral / active EE | $3,633 | $2,055+76.8% | $5,453-33.4% | $3,358+8.2% |
| Admin fee / account holder | $1,371 | $2,250-39.1% | $14,116-90.3% | $3,203-57.2% |