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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 | $160,966 | $79,045+103.6% | $100,378+60.4% | $74,429+116.3% |
| Participation rate | 52.3% | 79.4%-27.1pp | 81.5%-29.2pp | 67.2%-14.9pp |
| Annual return | 22.23% | 20.61%+1.6pp | 49.41%-27.2pp | 1368.38%-1346.2pp |
| Employer contribution / active EE | $1,188 | $3,015-60.6% | $3,942-69.9% | $2,625-54.7% |
| Participant deferral / active EE | $6,468 | $7,751-16.6% | $8,087-20.0% | $4,348+48.7% |
| Admin fee / account holder | $8,955 | $1,335+570.9% | $7,899+13.4% | $1,944+360.6% |