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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 | $60,504+21.7% | $81,882-10.1% | $74,478-1.1% |
| Participation rate | 62.4% | 62.9%-0.5pp | 72.4%-10.0pp | 67.2%-4.8pp |
| Annual return | 35.71% | 16.91%+18.8pp | 779.47%-743.8pp | 1370.56%-1334.9pp |
| Employer contribution / active EE | $896 | $2,627-65.9% | $2,916-69.3% | $2,626-65.9% |
| Participant deferral / active EE | $6,339 | $3,400+86.5% | $4,323+46.6% | $4,350+45.7% |
| Admin fee / account holder | $2,479 | $1,492+66.1% | $7,360-66.3% | $1,946+27.4% |