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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 | $95,802 | $63,904+49.9% | $89,340+7.2% | $67,986+40.9% |
| Participation rate | 52.2% | 54.3%-2.1pp | 69.6%-17.4pp | 57.2%-5.0pp |
| Annual return | 17.14% | 18.09%-0.9pp | 20.57%-3.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $2,472 | $1,627+51.9% | $2,231+10.8% | $2,019+22.4% |
| Participant deferral / active EE | $3,814 | $2,691+41.7% | $3,823-0.2% | $3,358+13.6% |
| Admin fee / account holder | $11,031 | $3,315+232.8% | $6,704+64.5% | $3,203+244.4% |