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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 | $64,734+48.0% | $90,796+5.5% | $64,097+49.5% |
| Participation rate | 52.2% | 53.2%-1.0pp | 69.5%-17.3pp | 55.2%-3.0pp |
| Annual return | 17.14% | 17.77%-0.6pp | 19.29%-2.2pp | 34.64%-17.5pp |
| Employer contribution / active EE | $2,472 | $1,703+45.2% | $2,294+7.8% | $1,891+30.7% |
| Participant deferral / active EE | $3,814 | $2,629+45.0% | $3,822-0.2% | $3,080+23.8% |
| Admin fee / account holder | $11,031 | $3,474+217.5% | $7,024+57.1% | $3,454+219.3% |