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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 | $52,450+7.1% | $129,397-56.6% | $74,429-24.5% |
| Participation rate | 47.4% | 53.8%-6.5pp | 69.6%-22.3pp | 67.2%-19.8pp |
| Annual return | 15.09% | 15.65%-0.6pp | 9453.98%-9438.9pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,158 | $1,532-24.4% | $4,154-72.1% | $2,625-55.9% |
| Participant deferral / active EE | $3,036 | $2,797+8.5% | $4,167-27.1% | $4,348-30.2% |
| Admin fee / account holder | $1,088 | $2,636-58.7% | $7,679-85.8% | $1,944-44.1% |