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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 | $44,984-13.1% | $85,009-54.0% | $74,546-47.6% |
| Participation rate | 64.7% | 49.4%+15.3pp | 67.5%-2.8pp | 67.2%-2.5pp |
| Annual return | 23.01% | 26.25%-3.2pp | 66.47%-43.5pp | 1366.03%-1343.0pp |
| Employer contribution / active EE | $1,693 | $1,458+16.1% | $2,728-37.9% | $2,624-35.5% |
| Participant deferral / active EE | $4,542 | $2,733+66.2% | $4,522+0.5% | $4,347+4.5% |
| Admin fee / account holder | $3,151 | $2,208+42.7% | $6,153-48.8% | $1,944+62.1% |