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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 | $96,448 | $54,573+76.7% | $90,965+6.0% | $73,493+31.2% |
| Participation rate | 59.2% | 61.2%-2.0pp | 69.0%-9.8pp | 70.7%-11.5pp |
| Annual return | 64.18% | 16.69%+47.5pp | 134.57%-70.4pp | 28.51%+35.7pp |
| Employer contribution / active EE | $756 | $991-23.8% | $2,122-64.4% | $2,270-66.7% |
| Participant deferral / active EE | $3,465 | $2,517+37.7% | $3,373+2.7% | $3,740-7.3% |
| Admin fee / account holder | $10,540 | $521+1921.4% | $5,960+76.9% | $513+1954.3% |