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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 | $88,228 | $78,607+12.2% | $105,624-16.5% | $74,478+18.5% |
| Participation rate | 68.8% | 72.8%-4.1pp | 75.3%-6.5pp | 67.2%+1.5pp |
| Annual return | 12.44% | 15.96%-3.5pp | 116.20%-103.8pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,436 | $2,523-43.1% | $3,168-54.7% | $2,626-45.3% |
| Participant deferral / active EE | $4,491 | $4,325+3.8% | $5,013-10.4% | $4,350+3.2% |
| Admin fee / account holder | $5,512 | $2,220+148.3% | $10,961-49.7% | $1,946+183.3% |