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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 | $81,410 | $49,657+63.9% | $93,063-12.5% | $67,986+19.7% |
| Participation rate | 67.9% | 49.9%+18.0pp | 72.1%-4.2pp | 57.2%+10.7pp |
| Annual return | 21.66% | 26.27%-4.6pp | 34.15%-12.5pp | 31.67%-10.0pp |
| Employer contribution / active EE | $1,911 | $1,279+49.5% | $2,476-22.8% | $2,019-5.3% |
| Participant deferral / active EE | $2,964 | $2,484+19.3% | $3,958-25.1% | $3,358-11.7% |
| Admin fee / account holder | $8,338 | $2,843+193.3% | $6,033+38.2% | $3,203+160.3% |