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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 | $103,996 | $88,203+17.9% | $165,100-37.0% | $74,478+39.6% |
| Participation rate | 49.5% | 73.1%-23.7pp | 78.6%-29.2pp | 67.2%-17.8pp |
| Annual return | 15.93% | 17.13%-1.2pp | 70.21%-54.3pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $2,327 | $2,601-10.5% | $4,348-46.5% | $2,626-11.4% |
| Participant deferral / active EE | $4,750 | $4,505+5.4% | $6,035-21.3% | $4,350+9.2% |
| Admin fee / account holder | $2,485 | $2,235+11.2% | $12,696-80.4% | $1,946+27.7% |