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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 | $55,446+54.9% | $155,574-44.8% | $74,429+15.4% |
| Participation rate | 51.2% | 61.9%-10.7pp | 78.2%-27.0pp | 67.2%-16.0pp |
| Annual return | 11.96% | 269.20%-257.2pp | 64.87%-52.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $960 | $2,266-57.6% | $4,676-79.5% | $2,625-63.4% |
| Participant deferral / active EE | $3,098 | $2,836+9.2% | $5,629-45.0% | $4,348-28.8% |
| Admin fee / account holder | $10,949 | $1,743+528.2% | $15,914-31.2% | $1,944+463.1% |