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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 | $65,433 | $46,464+40.8% | $150,298-56.5% | $79,634-17.8% |
| Participation rate | 52.2% | 57.0%-4.8pp | 77.8%-25.6pp | 62.5%-10.3pp |
| Annual return | 192.00% | 27.89%+164.1pp | 62.79%+129.2pp | 36.46%+155.5pp |
| Employer contribution / active EE | $1,669 | $1,512+10.4% | $4,154-59.8% | $2,529-34.0% |
| Participant deferral / active EE | $3,269 | $2,157+51.6% | $5,453-40.1% | $3,835-14.8% |
| Admin fee / account holder | $5,295 | $891+494.5% | $14,116-62.5% | $1,002+428.5% |