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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 | $55,472+54.9% | $155,567-44.8% | $74,546+15.2% |
| Participation rate | 51.2% | 61.9%-10.7pp | 78.2%-27.0pp | 67.2%-16.0pp |
| Annual return | 11.96% | 268.72%-256.8pp | 64.74%-52.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $960 | $2,269-57.7% | $4,674-79.5% | $2,624-63.4% |
| Participant deferral / active EE | $3,098 | $2,838+9.2% | $5,628-45.0% | $4,347-28.7% |
| Admin fee / account holder | $10,949 | $1,743+528.3% | $15,916-31.2% | $1,944+463.3% |