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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 | $60,393+14.7% | $81,820-15.3% | $74,429-6.9% |
| Participation rate | 51.3% | 62.9%-11.6pp | 72.4%-21.0pp | 67.2%-15.9pp |
| Annual return | 12.36% | 16.89%-4.5pp | 777.93%-765.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $1,181 | $2,626-55.0% | $2,915-59.5% | $2,625-55.0% |
| Participant deferral / active EE | $3,686 | $3,397+8.5% | $4,323-14.7% | $4,348-15.2% |
| Admin fee / account holder | $3,144 | $1,491+110.9% | $7,391-57.5% | $1,944+61.7% |