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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 | $130,397 | $89,248+46.1% | $136,007-4.1% | $74,546+74.9% |
| Participation rate | 54.8% | 69.4%-14.6pp | 76.5%-21.7pp | 67.2%-12.4pp |
| Annual return | 14.69% | 22.76%-8.1pp | 579.32%-564.6pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $983 | $2,838-65.4% | $4,215-76.7% | $2,624-62.5% |
| Participant deferral / active EE | $4,958 | $4,598+7.8% | $7,024-29.4% | $4,347+14.0% |
| Admin fee / account holder | $5,092 | $1,545+229.5% | $6,858-25.8% | $1,944+162.0% |