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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 | $128,358 | $83,045+54.6% | $130,045-1.3% | $71,511+79.5% |
| Participation rate | 57.7% | 74.1%-16.4pp | 78.5%-20.8pp | 67.9%-10.2pp |
| Annual return | 25.22% | 20.61%+4.6pp | -137.30%+162.5pp | 28.86%-3.6pp |
| Employer contribution / active EE | $2,510 | $2,623-4.3% | $4,321-41.9% | $2,589-3.0% |
| Participant deferral / active EE | $4,995 | $4,436+12.6% | $5,820-14.2% | $4,291+16.4% |
| Admin fee / account holder | $3,588 | $1,727+107.7% | $10,600-66.2% | $1,588+125.8% |