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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 | $78,206 | $55,446+41.0% | $155,574-49.7% | $74,429+5.1% |
| Participation rate | 54.7% | 61.9%-7.2pp | 78.2%-23.5pp | 67.2%-12.5pp |
| Annual return | 16.90% | 269.20%-252.3pp | 64.87%-48.0pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $1,345 | $2,266-40.7% | $4,676-71.2% | $2,625-48.8% |
| Participant deferral / active EE | $3,187 | $2,836+12.4% | $5,629-43.4% | $4,348-26.7% |
| Admin fee / account holder | $2,220 | $1,743+27.4% | $15,914-86.1% | $1,944+14.2% |