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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 | $55,766 | $79,694-30.0% | $96,192-42.0% | $79,389-29.8% |
| Participation rate | 62.5% | 54.0%+8.5pp | 68.4%-5.9pp | 70.7%-8.2pp |
| Annual return | 31.61% | 40.84%-9.2pp | 192.09%-160.5pp | 116.89%-85.3pp |
| Employer contribution / active EE | $4,068 | $1,443+181.8% | $2,799+45.3% | $2,428+67.5% |
| Participant deferral / active EE | $7,567 | $2,539+198.1% | $4,351+73.9% | $4,046+87.0% |
| Admin fee / account holder | $3,765 | $630+497.4% | $5,539-32.0% | $626+501.0% |