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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 | $47,379 | $51,642-8.3% | $129,384-63.4% | $80,935-41.5% |
| Participation rate | 68.9% | 56.9%+12.0pp | 69.6%-0.7pp | 67.7%+1.2pp |
| Annual return | 13.31% | 20.78%-7.5pp | 9461.77%-9448.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,008 | $1,583+26.8% | $4,153-51.7% | $2,757-27.2% |
| Participant deferral / active EE | $3,239 | $2,670+21.3% | $4,166-22.2% | $4,299-24.7% |
| Admin fee / account holder | $3,037 | $4,312-29.6% | $7,686-60.5% | $6,924-56.1% |