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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 | $56,195 | $52,507+7.0% | $129,406-56.6% | $74,478-24.5% |
| Participation rate | 47.4% | 53.9%-6.5pp | 69.6%-22.3pp | 67.2%-19.9pp |
| Annual return | 15.09% | 15.64%-0.6pp | 9468.18%-9453.1pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,158 | $1,534-24.5% | $4,155-72.1% | $2,626-55.9% |
| Participant deferral / active EE | $3,036 | $2,801+8.4% | $4,167-27.1% | $4,350-30.2% |
| Admin fee / account holder | $1,088 | $2,639-58.8% | $7,689-85.9% | $1,946-44.1% |