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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 | $73,285 | $52,507+39.6% | $129,406-43.4% | $74,478-1.6% |
| Participation rate | 64.9% | 53.9%+11.0pp | 69.6%-4.7pp | 67.2%-2.3pp |
| Annual return | 16.07% | 15.64%+0.4pp | 9468.18%-9452.1pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $2,023 | $1,534+31.9% | $4,155-51.3% | $2,626-23.0% |
| Participant deferral / active EE | $4,496 | $2,801+60.5% | $4,167+7.9% | $4,350+3.4% |
| Admin fee / account holder | $2,298 | $2,639-12.9% | $7,689-70.1% | $1,946+18.1% |