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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 | $129,075 | $88,117+46.5% | $164,928-21.7% | $74,400+73.5% |
| Participation rate | 61.7% | 73.1%-11.4pp | 78.6%-16.9pp | 67.2%-5.5pp |
| Annual return | 12.57% | 17.27%-4.7pp | 70.08%-57.5pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $3,846 | $2,596+48.1% | $4,343-11.4% | $2,624+46.5% |
| Participant deferral / active EE | $2,705 | $4,501-39.9% | $6,034-55.2% | $4,348-37.8% |
| Admin fee / account holder | $12,917 | $2,230+479.3% | $12,684+1.8% | $1,944+564.6% |