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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 | $114,747 | $55,472+106.9% | $155,567-26.2% | $74,546+53.9% |
| Participation rate | 64.9% | 61.9%+3.0pp | 78.2%-13.3pp | 67.2%-2.3pp |
| Annual return | 14.21% | 268.72%-254.5pp | 64.74%-50.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,476 | $2,269+9.1% | $4,674-47.0% | $2,624-5.6% |
| Participant deferral / active EE | $5,821 | $2,838+105.1% | $5,628+3.4% | $4,347+33.9% |
| Admin fee / account holder | $7,258 | $1,743+316.5% | $15,916-54.4% | $1,944+273.4% |