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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 | $62,086+33.6% | $90,259-8.1% | $64,340+28.9% |
| Participation rate | 40.1% | 53.9%-13.8pp | 70.7%-30.7pp | 55.2%-15.2pp |
| Annual return | 16.95% | 16.73%+0.2pp | 18.88%-1.9pp | 24.14%-7.2pp |
| Employer contribution / active EE | $2,680 | $1,883+42.4% | $2,291+17.0% | $1,862+44.0% |
| Participant deferral / active EE | $1,960 | $2,557-23.4% | $3,827-48.8% | $2,980-34.2% |
| Admin fee / account holder | $1,259 | $3,317-62.0% | $7,267-82.7% | $3,703-66.0% |