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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 | $97,071 | $89,225+8.8% | $135,987-28.6% | $74,429+30.4% |
| Participation rate | 41.3% | 69.4%-28.1pp | 76.4%-35.1pp | 67.2%-25.9pp |
| Annual return | 12.64% | 22.76%-10.1pp | 580.01%-567.4pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $1,585 | $2,816-43.7% | $4,214-62.4% | $2,625-39.6% |
| Participant deferral / active EE | $3,431 | $4,597-25.4% | $7,027-51.2% | $4,348-21.1% |
| Admin fee / account holder | $5,573 | $1,545+260.7% | $6,716-17.0% | $1,944+186.6% |