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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 | $80,238 | $59,402+35.1% | $93,654-14.3% | $74,546+7.6% |
| Participation rate | 56.6% | 59.7%-3.1pp | 68.7%-12.2pp | 67.2%-10.7pp |
| Annual return | 14.86% | 81.86%-67.0pp | 133.34%-118.5pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $787 | $1,265-37.8% | $2,421-67.5% | $2,624-70.0% |
| Participant deferral / active EE | $4,178 | $3,049+37.0% | $4,413-5.3% | $4,347-3.9% |
| Admin fee / account holder | $6,532 | $3,023+116.1% | $8,282-21.1% | $1,944+236.1% |