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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 | $97,708 | $65,246+49.8% | $98,716-1.0% | $67,986+43.7% |
| Participation rate | 54.5% | 51.4%+3.1pp | 69.3%-14.7pp | 57.2%-2.7pp |
| Annual return | 14.84% | 20.58%-5.7pp | 31.81%-17.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $863 | $1,042-17.2% | $2,279-62.1% | $2,019-57.3% |
| Participant deferral / active EE | $2,802 | $2,594+8.0% | $4,048-30.8% | $3,358-16.5% |
| Admin fee / account holder | $3,432 | $4,561-24.7% | $8,703-60.6% | $3,203+7.2% |