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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 | $100,952 | $102,422-1.4% | $147,117-31.4% | $80,959+24.7% |
| Participation rate | 67.2% | 75.9%-8.7pp | 82.2%-15.0pp | 67.7%-0.5pp |
| Annual return | 12.23% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,715 | $3,717-53.9% | $4,932-65.2% | $2,757-37.8% |
| Participant deferral / active EE | $10,271 | $6,652+54.4% | $8,065+27.4% | $4,300+138.8% |
| Admin fee / account holder | $11,604 | $7,953+45.9% | $12,993-10.7% | $6,925+67.6% |