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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 | $55,446+3.6% | $155,574-63.1% | $74,429-22.9% |
| Participation rate | 64.2% | 61.9%+2.3pp | 78.2%-14.0pp | 67.2%-3.0pp |
| Annual return | 14.73% | 269.20%-254.5pp | 64.87%-50.1pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,330 | $2,266-41.3% | $4,676-71.6% | $2,625-49.3% |
| Participant deferral / active EE | $3,336 | $2,836+17.6% | $5,629-40.7% | $4,348-23.3% |
| Admin fee / account holder | $10,623 | $1,743+509.5% | $15,914-33.2% | $1,944+446.4% |