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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 | $82,928 | $64,734+28.1% | $90,796-8.7% | $64,097+29.4% |
| Participation rate | 40.1% | 53.2%-13.1pp | 69.5%-29.4pp | 55.2%-15.1pp |
| Annual return | 16.95% | 17.77%-0.8pp | 19.29%-2.3pp | 34.64%-17.7pp |
| Employer contribution / active EE | $2,680 | $1,703+57.4% | $2,294+16.8% | $1,891+41.7% |
| Participant deferral / active EE | $1,960 | $2,629-25.5% | $3,822-48.7% | $3,080-36.4% |
| Admin fee / account holder | $1,259 | $3,474-63.7% | $7,024-82.1% | $3,454-63.5% |