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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 | $79,089+103.5% | $100,392+60.3% | $74,459+116.2% |
| Participation rate | 52.3% | 79.4%-27.1pp | 81.5%-29.2pp | 67.2%-14.9pp |
| Annual return | 22.23% | 20.61%+1.6pp | 49.45%-27.2pp | 1369.70%-1347.5pp |
| Employer contribution / active EE | $1,188 | $3,015-60.6% | $3,941-69.9% | $2,626-54.8% |
| Participant deferral / active EE | $6,468 | $7,747-16.5% | $8,090-20.0% | $4,350+48.7% |
| Admin fee / account holder | $8,955 | $1,336+570.2% | $7,904+13.3% | $1,945+360.5% |