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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 | $63,646 | $102,382-37.8% | $147,005-56.7% | $80,874-21.3% |
| Participation rate | 69.4% | 75.8%-6.5pp | 82.2%-12.8pp | 67.6%+1.7pp |
| Annual return | 12.90% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,137 | $3,715-15.5% | $4,934-36.4% | $2,756+13.8% |
| Participant deferral / active EE | $6,948 | $6,646+4.5% | $8,070-13.9% | $4,297+61.7% |
| Admin fee / account holder | $12,881 | $7,942+62.2% | $13,006-1.0% | $6,935+85.7% |