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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 | $55,446+41.5% | $155,574-49.6% | $74,429+5.4% |
| Participation rate | 62.1% | 61.9%+0.2pp | 78.2%-16.1pp | 67.2%-5.1pp |
| Annual return | 12.52% | 269.20%-256.7pp | 64.87%-52.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $855 | $2,266-62.3% | $4,676-81.7% | $2,625-67.4% |
| Participant deferral / active EE | $3,304 | $2,836+16.5% | $5,629-41.3% | $4,348-24.0% |
| Admin fee / account holder | $2,759 | $1,743+58.3% | $15,914-82.7% | $1,944+41.9% |