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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 | $63,904+55.4% | $89,340+11.1% | $67,986+46.0% |
| Participation rate | 66.2% | 54.3%+11.8pp | 69.6%-3.4pp | 57.2%+9.0pp |
| Annual return | 21.11% | 18.09%+3.0pp | 20.57%+0.5pp | 31.67%-10.6pp |
| Employer contribution / active EE | $2,876 | $1,627+76.7% | $2,231+28.9% | $2,019+42.5% |
| Participant deferral / active EE | $6,698 | $2,691+148.9% | $3,823+75.2% | $3,358+99.5% |
| Admin fee / account holder | $7,388 | $3,315+122.9% | $6,704+10.2% | $3,203+130.7% |