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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 | $39,095 | $45,123-13.4% | $85,240-54.1% | $74,478-47.5% |
| Participation rate | 64.7% | 49.4%+15.4pp | 67.5%-2.8pp | 67.2%-2.5pp |
| Annual return | 23.01% | 26.32%-3.3pp | 66.75%-43.7pp | 1370.56%-1347.6pp |
| Employer contribution / active EE | $1,693 | $1,459+16.1% | $2,735-38.1% | $2,626-35.5% |
| Participant deferral / active EE | $4,542 | $2,736+66.0% | $4,527+0.3% | $4,350+4.4% |
| Admin fee / account holder | $3,151 | $2,215+42.3% | $6,165-48.9% | $1,946+61.9% |