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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 | $55,470+41.0% | $155,556-49.7% | $74,478+5.0% |
| Participation rate | 54.7% | 61.9%-7.2pp | 78.2%-23.6pp | 67.2%-12.6pp |
| Annual return | 16.90% | 269.80%-252.9pp | 64.84%-47.9pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $1,345 | $2,267-40.7% | $4,675-71.2% | $2,626-48.8% |
| Participant deferral / active EE | $3,187 | $2,838+12.3% | $5,631-43.4% | $4,350-26.7% |
| Admin fee / account holder | $2,220 | $1,744+27.3% | $15,885-86.0% | $1,946+14.1% |