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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 | $94,976 | $79,209+19.9% | $102,434-7.3% | $74,459+27.6% |
| Participation rate | 69.4% | 74.8%-5.3pp | 76.5%-7.1pp | 67.2%+2.2pp |
| Annual return | 14.42% | 54.98%-40.6pp | 29.46%-15.0pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $3,098 | $2,362+31.1% | $3,023+2.5% | $2,626+18.0% |
| Participant deferral / active EE | $7,345 | $4,417+66.3% | $5,055+45.3% | $4,350+68.9% |
| Admin fee / account holder | $8,284 | $2,002+313.8% | $9,462-12.5% | $1,945+325.9% |