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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 | $59,894 | $80,763-25.8% | $102,412-41.5% | $74,459-19.6% |
| Participation rate | 65.3% | 65.7%-0.4pp | 74.5%-9.2pp | 67.2%-1.9pp |
| Annual return | 23988.61% | 27.57%+23961.0pp | 24.94%+23963.7pp | 1369.70%+22618.9pp |
| Employer contribution / active EE | $1,200 | $3,160-62.0% | $3,870-69.0% | $2,626-54.3% |
| Participant deferral / active EE | $4,587 | $3,862+18.8% | $5,060-9.3% | $4,350+5.5% |
| Admin fee / account holder | $4,096 | $2,371+72.7% | $8,388-51.2% | $1,945+110.6% |