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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 | $60,124 | $55,446+8.4% | $155,574-61.4% | $74,429-19.2% |
| Participation rate | 57.9% | 61.9%-4.0pp | 78.2%-20.3pp | 67.2%-9.3pp |
| Annual return | 12.78% | 269.20%-256.4pp | 64.87%-52.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $3,317 | $2,266+46.4% | $4,676-29.1% | $2,625+26.4% |
| Participant deferral / active EE | $3,373 | $2,836+19.0% | $5,629-40.1% | $4,348-22.4% |
| Admin fee / account holder | $2,840 | $1,743+62.9% | $15,914-82.2% | $1,944+46.1% |