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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 | $69,275 | $60,454+14.6% | $81,844-15.4% | $74,459-7.0% |
| Participation rate | 51.3% | 63.0%-11.6pp | 72.4%-21.0pp | 67.2%-15.9pp |
| Annual return | 12.36% | 16.87%-4.5pp | 778.87%-766.5pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,181 | $2,630-55.1% | $2,916-59.5% | $2,626-55.0% |
| Participant deferral / active EE | $3,686 | $3,398+8.5% | $4,323-14.8% | $4,350-15.3% |
| Admin fee / account holder | $3,144 | $1,490+111.0% | $7,355-57.3% | $1,945+61.7% |