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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 | $102,429-37.9% | $147,096-56.7% | $80,925-21.4% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 12.90% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,137 | $3,716-15.6% | $4,936-36.4% | $2,756+13.8% |
| Participant deferral / active EE | $6,948 | $6,649+4.5% | $8,071-13.9% | $4,299+61.6% |
| Admin fee / account holder | $12,881 | $7,957+61.9% | $13,005-1.0% | $6,940+85.6% |