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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 | $83,097 | $59,006+40.8% | $97,161-14.5% | $74,400+11.7% |
| Participation rate | 60.5% | 63.7%-3.2pp | 72.7%-12.2pp | 67.2%-6.7pp |
| Annual return | 16.51% | 16.04%+0.5pp | 75.36%-58.9pp | 1367.51%-1351.0pp |
| Employer contribution / active EE | $3,152 | $1,894+66.5% | $2,723+15.7% | $2,624+20.1% |
| Participant deferral / active EE | $4,787 | $3,671+30.4% | $4,265+12.2% | $4,348+10.1% |
| Admin fee / account holder | $4,320 | $1,974+118.8% | $5,647-23.5% | $1,944+122.3% |