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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 | $85,900 | $55,470+54.9% | $155,556-44.8% | $74,478+15.3% |
| Participation rate | 51.2% | 61.9%-10.7pp | 78.2%-27.0pp | 67.2%-16.0pp |
| Annual return | 11.96% | 269.80%-257.8pp | 64.84%-52.9pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $960 | $2,267-57.6% | $4,675-79.5% | $2,626-63.4% |
| Participant deferral / active EE | $3,098 | $2,838+9.2% | $5,631-45.0% | $4,350-28.8% |
| Admin fee / account holder | $10,949 | $1,744+527.7% | $15,885-31.1% | $1,946+462.7% |