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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 | $158,272 | $79,181+99.9% | $102,423+54.5% | $74,429+112.6% |
| Participation rate | 68.4% | 74.8%-6.4pp | 76.5%-8.1pp | 67.2%+1.2pp |
| Annual return | 21.18% | 54.97%-33.8pp | 29.42%-8.2pp | 1368.38%-1347.2pp |
| Employer contribution / active EE | $3,079 | $2,362+30.4% | $3,023+1.9% | $2,625+17.3% |
| Participant deferral / active EE | $4,018 | $4,416-9.0% | $5,054-20.5% | $4,348-7.6% |
| Admin fee / account holder | $1,412 | $2,002-29.4% | $9,455-85.1% | $1,944-27.4% |