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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 | $56,009 | $55,446+1.0% | $155,574-64.0% | $74,429-24.7% |
| Participation rate | 65.5% | 61.9%+3.6pp | 78.2%-12.7pp | 67.2%-1.7pp |
| Annual return | 20.81% | 269.20%-248.4pp | 64.87%-44.1pp | 1368.38%-1347.6pp |
| Employer contribution / active EE | $2,561 | $2,266+13.0% | $4,676-45.2% | $2,625-2.4% |
| Participant deferral / active EE | $4,084 | $2,836+44.0% | $5,629-27.5% | $4,348-6.1% |
| Admin fee / account holder | $1,188 | $1,743-31.8% | $15,914-92.5% | $1,944-38.9% |