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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 | $75,379 | $90,107-16.3% | $182,262-58.6% | $69,733+8.1% |
| Participation rate | 57.6% | 64.8%-7.2pp | 84.2%-26.6pp | 62.5%-4.9pp |
| Annual return | 22.09% | 95.58%-73.5pp | 140.60%-118.5pp | 15.22%+6.9pp |
| Employer contribution / active EE | $1,947 | $3,043-36.0% | $5,046-61.4% | $2,250-13.5% |
| Participant deferral / active EE | $4,270 | $5,135-16.8% | $8,276-48.4% | $3,054+39.8% |
| Admin fee / account holder | $3,113 | $3,377-7.8% | $16,712-81.4% | $3,102+0.3% |