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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 | $67,320 | $80,753-16.6% | $136,297-50.6% | $62,293+8.1% |
| Participation rate | 67.0% | 73.5%-6.6pp | 81.9%-15.0pp | 69.5%-2.6pp |
| Annual return | 22.45% | 35.83%-13.4pp | 5156.19%-5133.7pp | 28.90%-6.4pp |
| Employer contribution / active EE | $804 | $2,884-72.1% | $4,696-82.9% | $2,042-60.6% |
| Participant deferral / active EE | $8,505 | $5,164+64.7% | $6,247+36.1% | $3,169+168.4% |
| Admin fee / account holder | $2,227 | $525+323.9% | $9,244-75.9% | $479+364.6% |