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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 | $69,312 | $54,690+26.7% | $76,030-8.8% | $74,478-6.9% |
| Participation rate | 57.1% | 60.3%-3.2pp | 69.1%-11.9pp | 67.2%-10.1pp |
| Annual return | 18.24% | 31.92%-13.7pp | 361.54%-343.3pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $625 | $1,781-64.9% | $2,688-76.7% | $2,626-76.2% |
| Participant deferral / active EE | $3,598 | $3,070+17.2% | $4,257-15.5% | $4,350-17.3% |
| Admin fee / account holder | $9,073 | $2,240+305.1% | $6,421+41.3% | $1,946+366.3% |