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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 | $49,087 | $79,089-37.9% | $100,392-51.1% | $74,459-34.1% |
| Participation rate | 67.3% | 79.4%-12.2pp | 81.5%-14.2pp | 67.2%0pp |
| Annual return | 44.07% | 20.61%+23.5pp | 49.45%-5.4pp | 1369.70%-1325.6pp |
| Employer contribution / active EE | $3,183 | $3,015+5.6% | $3,941-19.2% | $2,626+21.2% |
| Participant deferral / active EE | $6,623 | $7,747-14.5% | $8,090-18.1% | $4,350+52.3% |
| Admin fee / account holder | $2,582 | $1,336+93.3% | $7,904-67.3% | $1,945+32.8% |