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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 | $95,064 | $88,117+7.9% | $164,928-42.4% | $74,400+27.8% |
| Participation rate | 66.7% | 73.1%-6.4pp | 78.6%-12.0pp | 67.2%-0.5pp |
| Annual return | 18.01% | 17.27%+0.7pp | 70.08%-52.1pp | 1367.51%-1349.5pp |
| Employer contribution / active EE | $3,131 | $2,596+20.6% | $4,343-27.9% | $2,624+19.3% |
| Participant deferral / active EE | $6,560 | $4,501+45.7% | $6,034+8.7% | $4,348+50.9% |
| Admin fee / account holder | $9,153 | $2,230+310.5% | $12,684-27.8% | $1,944+370.9% |