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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 | $54,674+34.4% | $76,089-3.4% | $74,429-1.3% |
| Participation rate | 62.4% | 60.3%+2.1pp | 69.1%-6.7pp | 67.2%-4.8pp |
| Annual return | 11.02% | 31.89%-20.9pp | 360.94%-349.9pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $1,286 | $1,781-27.8% | $2,690-52.2% | $2,625-51.0% |
| Participant deferral / active EE | $4,119 | $3,071+34.1% | $4,259-3.3% | $4,348-5.3% |
| Admin fee / account holder | $592 | $2,238-73.5% | $6,418-90.8% | $1,944-69.5% |