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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 | $73,647 | $60,393+21.9% | $81,820-10.0% | $74,429-1.1% |
| Participation rate | 62.4% | 62.9%-0.5pp | 72.4%-10.0pp | 67.2%-4.8pp |
| Annual return | 35.71% | 16.89%+18.8pp | 777.93%-742.2pp | 1368.38%-1332.7pp |
| Employer contribution / active EE | $896 | $2,626-65.9% | $2,915-69.3% | $2,625-65.9% |
| Participant deferral / active EE | $6,339 | $3,397+86.6% | $4,323+46.7% | $4,348+45.8% |
| Admin fee / account holder | $2,479 | $1,491+66.3% | $7,391-66.5% | $1,944+27.5% |