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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 | $70,426 | $53,165+32.5% | $86,216-18.3% | $74,460-5.4% |
| Participation rate | 36.6% | 64.9%-28.3pp | 69.0%-32.4pp | 70.7%-34.2pp |
| Annual return | 63.27% | 22.64%+40.6pp | 1169.42%-1106.1pp | 34.38%+28.9pp |
| Employer contribution / active EE | $431 | $1,210-64.4% | $2,382-81.9% | $2,638-83.7% |
| Participant deferral / active EE | $2,585 | $3,234-20.1% | $3,986-35.2% | $4,530-42.9% |
| Admin fee / account holder | $3,298 | $551+498.1% | $6,853-51.9% | $348+848.2% |