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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 | $72,521 | $89,367-18.9% | $141,191-48.6% | $72,975-0.6% |
| Participation rate | 69.1% | 75.1%-6.0pp | 82.5%-13.3pp | 69.5%-0.3pp |
| Annual return | 19.94% | 111.87%-91.9pp | 71.41%-51.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $2,765 | $3,115-11.2% | $4,736-41.6% | $2,440+13.3% |
| Participant deferral / active EE | $5,365 | $5,419-1.0% | $6,710-20.0% | $3,608+48.7% |
| Admin fee / account holder | $671 | $5,957-88.7% | $10,264-93.5% | $5,124-86.9% |