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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 | $62,551 | $59,456+5.2% | $93,681-33.2% | $74,400-15.9% |
| Participation rate | 60.3% | 59.6%+0.6pp | 68.7%-8.5pp | 67.2%-6.9pp |
| Annual return | 12.58% | 82.00%-69.4pp | 133.47%-120.9pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $985 | $1,266-22.2% | $2,422-59.3% | $2,624-62.5% |
| Participant deferral / active EE | $2,624 | $3,052-14.0% | $4,415-40.6% | $4,348-39.7% |
| Admin fee / account holder | $6,114 | $3,026+102.1% | $8,290-26.2% | $1,944+214.6% |