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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 | $55,495 | $43,730+26.9% | $66,674-16.8% | $64,097-13.4% |
| Participation rate | 62.7% | 50.7%+12.0pp | 73.7%-11.0pp | 55.2%+7.5pp |
| Annual return | 16.44% | 53.62%-37.2pp | 321.24%-304.8pp | 34.64%-18.2pp |
| Employer contribution / active EE | $1,741 | $1,673+4.0% | $2,620-33.6% | $1,891-8.0% |
| Participant deferral / active EE | $3,123 | $2,122+47.2% | $4,084-23.5% | $3,080+1.4% |
| Admin fee / account holder | $5,638 | $2,708+108.2% | $5,098+10.6% | $3,454+63.2% |