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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 | $53,173 | $85,766-38.0% | $136,298-61.0% | $70,126-24.2% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 23.12% | 31.46%-8.3pp | 5156.27%-5133.1pp | 73.15%-50.0pp |
| Employer contribution / active EE | $1,556 | $2,966-47.5% | $4,696-66.9% | $2,343-33.6% |
| Participant deferral / active EE | $4,649 | $5,051-8.0% | $6,247-25.6% | $3,332+39.5% |
| Admin fee / account holder | $687 | $5,421-87.3% | $9,244-92.6% | $4,645-85.2% |