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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 | $102,422-37.9% | $147,117-56.7% | $80,959-21.4% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 12.90% | 135.16%-122.3pp | 420.54%-407.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,137 | $3,717-15.6% | $4,932-36.4% | $2,757+13.8% |
| Participant deferral / active EE | $6,948 | $6,652+4.5% | $8,065-13.8% | $4,300+61.6% |
| Admin fee / account holder | $12,881 | $7,953+62.0% | $12,993-0.9% | $6,925+86.0% |