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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 | $114,723 | $76,696+49.6% | $96,515+18.9% | $71,511+60.4% |
| Participation rate | 63.8% | 66.6%-2.8pp | 74.3%-10.6pp | 67.9%-4.2pp |
| Annual return | 18.15% | 48.32%-30.2pp | 35.73%-17.6pp | 28.86%-10.7pp |
| Employer contribution / active EE | $912 | $3,032-69.9% | $3,740-75.6% | $2,589-64.8% |
| Participant deferral / active EE | $6,241 | $3,770+65.5% | $4,880+27.9% | $4,291+45.4% |
| Admin fee / account holder | $1,807 | $2,030-11.0% | $6,735-73.2% | $1,588+13.8% |