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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 | $73,495 | $54,690+34.4% | $76,030-3.3% | $74,478-1.3% |
| Participation rate | 62.4% | 60.3%+2.1pp | 69.1%-6.7pp | 67.2%-4.8pp |
| Annual return | 11.02% | 31.92%-20.9pp | 361.54%-350.5pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,286 | $1,781-27.8% | $2,688-52.2% | $2,626-51.0% |
| Participant deferral / active EE | $4,119 | $3,070+34.2% | $4,257-3.2% | $4,350-5.3% |
| Admin fee / account holder | $592 | $2,240-73.6% | $6,421-90.8% | $1,946-69.6% |