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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 | $55,470+1.0% | $155,556-64.0% | $74,478-24.8% |
| Participation rate | 65.5% | 61.9%+3.6pp | 78.2%-12.8pp | 67.2%-1.8pp |
| Annual return | 20.81% | 269.80%-249.0pp | 64.84%-44.0pp | 1370.56%-1349.8pp |
| Employer contribution / active EE | $2,561 | $2,267+13.0% | $4,675-45.2% | $2,626-2.5% |
| Participant deferral / active EE | $4,084 | $2,838+43.9% | $5,631-27.5% | $4,350-6.1% |
| Admin fee / account holder | $1,188 | $1,744-31.9% | $15,885-92.5% | $1,946-38.9% |