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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 | $49,143 | $52,507-6.4% | $129,406-62.0% | $74,478-34.0% |
| Participation rate | 69.2% | 53.9%+15.3pp | 69.6%-0.4pp | 67.2%+2.0pp |
| Annual return | 20.42% | 15.64%+4.8pp | 9468.18%-9447.8pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $3,312 | $1,534+115.9% | $4,155-20.3% | $2,626+26.1% |
| Participant deferral / active EE | $6,798 | $2,801+142.8% | $4,167+63.1% | $4,350+56.3% |
| Admin fee / account holder | $4,502 | $2,639+70.6% | $7,689-41.4% | $1,946+131.4% |