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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 | $63,616 | $88,203-27.9% | $165,100-61.5% | $74,478-14.6% |
| Participation rate | 65.0% | 73.1%-8.1pp | 78.6%-13.6pp | 67.2%-2.2pp |
| Annual return | 15.74% | 17.13%-1.4pp | 70.21%-54.5pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,142 | $2,601-56.1% | $4,348-73.7% | $2,626-56.5% |
| Participant deferral / active EE | $5,564 | $4,505+23.5% | $6,035-7.8% | $4,350+27.9% |
| Admin fee / account holder | $1,818 | $2,235-18.6% | $12,696-85.7% | $1,946-6.6% |