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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 | $99,285 | $62,086+59.9% | $90,259+10.0% | $64,340+54.3% |
| Participation rate | 66.2% | 53.9%+12.3pp | 70.7%-4.6pp | 55.2%+10.9pp |
| Annual return | 21.11% | 16.73%+4.4pp | 18.88%+2.2pp | 24.14%-3.0pp |
| Employer contribution / active EE | $2,876 | $1,883+52.8% | $2,291+25.5% | $1,862+54.5% |
| Participant deferral / active EE | $6,698 | $2,557+161.9% | $3,827+75.0% | $2,980+124.7% |
| Admin fee / account holder | $7,388 | $3,317+122.7% | $7,267+1.7% | $3,703+99.5% |