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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 | $88,137-27.8% | $164,975-61.4% | $74,429-14.5% |
| Participation rate | 65.0% | 73.1%-8.1pp | 78.6%-13.6pp | 67.2%-2.2pp |
| Annual return | 15.74% | 17.13%-1.4pp | 70.12%-54.4pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $1,142 | $2,597-56.0% | $4,343-73.7% | $2,625-56.5% |
| Participant deferral / active EE | $5,564 | $4,501+23.6% | $6,033-7.8% | $4,348+28.0% |
| Admin fee / account holder | $1,818 | $2,231-18.5% | $12,688-85.7% | $1,944-6.5% |