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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 | $38,678 | $80,177-51.8% | $123,894-68.8% | $57,658-32.9% |
| Participation rate | 69.3% | 74.4%-5.1pp | 81.4%-12.1pp | 70.2%-0.9pp |
| Annual return | 417.40% | 17.90%+399.5pp | 47.52%+369.9pp | 5.13%+412.3pp |
| Employer contribution / active EE | $1,037 | $2,913-64.4% | $4,617-77.5% | $1,974-47.4% |
| Participant deferral / active EE | $3,264 | $5,130-36.4% | $5,984-45.4% | $3,061+6.7% |
| Admin fee / account holder | $1,720 | $106+1517.5% | $8,357-79.4% | $95+1719.1% |