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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 | $121,214 | $50,554+139.8% | $67,681+79.1% | $87,485+38.6% |
| Participation rate | 20.9% | 67.7%-46.8pp | 73.7%-52.8pp | 68.9%-48.0pp |
| Annual return | 13.48% | 17.81%-4.3pp | 590.58%-577.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $5,849 | $1,988+194.1% | $2,678+118.4% | $2,596+125.3% |
| Participant deferral / active EE | $2,993 | $2,961+1.1% | $3,976-24.7% | $4,274-30.0% |
| Admin fee / account holder | $6,151 | $4,132+48.8% | $6,100+0.8% | $7,775-20.9% |