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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 | $54,674+26.8% | $76,089-8.9% | $74,429-6.9% |
| Participation rate | 57.1% | 60.3%-3.2pp | 69.1%-11.9pp | 67.2%-10.1pp |
| Annual return | 18.24% | 31.89%-13.7pp | 360.94%-342.7pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $625 | $1,781-64.9% | $2,690-76.8% | $2,625-76.2% |
| Participant deferral / active EE | $3,598 | $3,071+17.2% | $4,259-15.5% | $4,348-17.3% |
| Admin fee / account holder | $9,073 | $2,238+305.5% | $6,418+41.4% | $1,944+366.6% |