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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 | $78,562+12.3% | $105,608-16.5% | $74,429+18.5% |
| Participation rate | 68.8% | 72.8%-4.0pp | 75.3%-6.5pp | 67.2%+1.5pp |
| Annual return | 12.44% | 15.94%-3.5pp | 116.50%-104.1pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,436 | $2,521-43.1% | $3,167-54.7% | $2,625-45.3% |
| Participant deferral / active EE | $4,491 | $4,321+3.9% | $5,010-10.4% | $4,348+3.3% |
| Admin fee / account holder | $5,512 | $2,217+148.7% | $11,028-50.0% | $1,944+183.5% |