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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 | $158,040 | $91,120+73.4% | $161,149-1.9% | $64,097+146.6% |
| Participation rate | 50.3% | 62.2%-11.9pp | 78.8%-28.5pp | 55.2%-4.9pp |
| Annual return | 16.11% | 17.95%-1.8pp | 21.16%-5.0pp | 34.64%-18.5pp |
| Employer contribution / active EE | $583 | $2,284-74.5% | $4,360-86.6% | $1,891-69.2% |
| Participant deferral / active EE | $6,183 | $3,708+66.7% | $6,153+0.5% | $3,080+100.8% |
| Admin fee / account holder | $3,629 | $4,535-20.0% | $15,194-76.1% | $3,454+5.0% |