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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 | $78,767 | $78,562+0.3% | $105,608-25.4% | $74,429+5.8% |
| Participation rate | 68.3% | 72.8%-4.5pp | 75.3%-7.0pp | 67.2%+1.0pp |
| Annual return | 12.52% | 15.94%-3.4pp | 116.50%-104.0pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,378 | $2,521-45.4% | $3,167-56.5% | $2,625-47.5% |
| Participant deferral / active EE | $4,592 | $4,321+6.3% | $5,010-8.3% | $4,348+5.6% |
| Admin fee / account holder | $3,980 | $2,217+79.5% | $11,028-63.9% | $1,944+104.7% |