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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 | $54,558+34.7% | $76,002-3.3% | $74,546-1.4% |
| Participation rate | 62.4% | 60.3%+2.1pp | 69.1%-6.7pp | 67.2%-4.8pp |
| Annual return | 11.02% | 31.83%-20.8pp | 360.07%-349.0pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,286 | $1,778-27.7% | $2,688-52.2% | $2,624-51.0% |
| Participant deferral / active EE | $4,119 | $3,065+34.4% | $4,257-3.2% | $4,347-5.3% |
| Admin fee / account holder | $592 | $2,232-73.5% | $6,414-90.8% | $1,944-69.5% |