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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 | $146,016 | $81,777+78.6% | $148,496-1.7% | $69,733+109.4% |
| Participation rate | 66.9% | 70.9%-4.0pp | 76.0%-9.1pp | 62.5%+4.5pp |
| Annual return | 14.15% | 14.38%-0.2pp | 12.33%+1.8pp | 15.22%-1.1pp |
| Employer contribution / active EE | $656 | $2,488-73.6% | $3,497-81.2% | $2,250-70.8% |
| Participant deferral / active EE | $4,451 | $3,367+32.2% | $4,808-7.4% | $3,054+45.7% |
| Admin fee / account holder | $11,262 | $2,991+276.6% | $19,547-42.4% | $3,102+263.1% |