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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 | $69,402 | $55,472+25.1% | $155,567-55.4% | $74,546-6.9% |
| Participation rate | 68.4% | 61.9%+6.5pp | 78.2%-9.8pp | 67.2%+1.2pp |
| Annual return | 15.10% | 268.72%-253.6pp | 64.74%-49.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $1,908 | $2,269-15.9% | $4,674-59.2% | $2,624-27.3% |
| Participant deferral / active EE | $3,524 | $2,838+24.2% | $5,628-37.4% | $4,347-19.0% |
| Admin fee / account holder | $7,067 | $1,743+305.6% | $15,916-55.6% | $1,944+263.6% |