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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 | $93,803 | $78,483+19.5% | $106,201-11.7% | $74,546+25.8% |
| Participation rate | 69.8% | 72.8%-3.0pp | 75.3%-5.5pp | 67.2%+2.6pp |
| Annual return | 13.62% | 15.94%-2.3pp | 116.26%-102.6pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,148 | $2,522-54.5% | $3,170-63.8% | $2,624-56.3% |
| Participant deferral / active EE | $3,028 | $4,320-29.9% | $5,012-39.6% | $4,347-30.3% |
| Admin fee / account holder | $3,055 | $2,236+36.7% | $11,039-72.3% | $1,944+57.2% |