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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 | $57,415 | $55,470+3.5% | $155,556-63.1% | $74,478-22.9% |
| Participation rate | 64.2% | 61.9%+2.3pp | 78.2%-14.0pp | 67.2%-3.0pp |
| Annual return | 14.73% | 269.80%-255.1pp | 64.84%-50.1pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,330 | $2,267-41.3% | $4,675-71.6% | $2,626-49.4% |
| Participant deferral / active EE | $3,336 | $2,838+17.6% | $5,631-40.8% | $4,350-23.3% |
| Admin fee / account holder | $10,623 | $1,744+509.0% | $15,885-33.1% | $1,946+445.9% |