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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 | $78,468 | $55,470+41.5% | $155,556-49.6% | $74,478+5.4% |
| Participation rate | 62.1% | 61.9%+0.2pp | 78.2%-16.2pp | 67.2%-5.2pp |
| Annual return | 12.52% | 269.80%-257.3pp | 64.84%-52.3pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $855 | $2,267-62.3% | $4,675-81.7% | $2,626-67.4% |
| Participant deferral / active EE | $3,304 | $2,838+16.4% | $5,631-41.3% | $4,350-24.0% |
| Admin fee / account holder | $2,759 | $1,744+58.2% | $15,885-82.6% | $1,946+41.8% |