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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 | $65,470 | $59,402+10.2% | $93,654-30.1% | $74,546-12.2% |
| Participation rate | 56.9% | 59.7%-2.8pp | 68.7%-11.8pp | 67.2%-10.3pp |
| Annual return | 42.70% | 81.86%-39.2pp | 133.34%-90.6pp | 1366.03%-1323.3pp |
| Employer contribution / active EE | $508 | $1,265-59.9% | $2,421-79.0% | $2,624-80.7% |
| Participant deferral / active EE | $3,385 | $3,049+11.0% | $4,413-23.3% | $4,347-22.1% |
| Admin fee / account holder | $5,287 | $3,023+74.9% | $8,282-36.2% | $1,944+172.0% |