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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 | $155,008 | $55,437+179.6% | $155,534-0.3% | $74,459+108.2% |
| Participation rate | 46.5% | 61.9%-15.4pp | 78.2%-31.7pp | 67.2%-20.8pp |
| Annual return | 13.09% | 269.58%-256.5pp | 64.92%-51.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,014 | $2,266-55.3% | $4,675-78.3% | $2,626-61.4% |
| Participant deferral / active EE | $3,177 | $2,837+12.0% | $5,630-43.6% | $4,350-27.0% |
| Admin fee / account holder | $18,669 | $1,742+971.4% | $15,900+17.4% | $1,945+859.9% |