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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 | $170,099 | $101,795+67.1% | $165,100+3.0% | $80,959+110.1% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.7%+1.6pp |
| Annual return | 20.90% | 16.73%+4.2pp | 70.21%-49.3pp | 35.67%-14.8pp |
| Employer contribution / active EE | $5,493 | $2,954+86.0% | $4,348+26.3% | $2,757+99.2% |
| Participant deferral / active EE | $9,640 | $4,476+115.4% | $6,035+59.7% | $4,300+124.2% |
| Admin fee / account holder | $2,929 | $8,221-64.4% | $12,696-76.9% | $6,925-57.7% |