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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 | $58,095 | $54,717+6.2% | $86,216-32.6% | $71,511-18.8% |
| Participation rate | 67.3% | 60.1%+7.2pp | 69.0%-1.7pp | 67.9%-0.7pp |
| Annual return | 32.30% | 20.07%+12.2pp | 1169.42%-1137.1pp | 28.86%+3.4pp |
| Employer contribution / active EE | $1,930 | $1,267+52.3% | $2,382-19.0% | $2,589-25.5% |
| Participant deferral / active EE | $3,784 | $3,110+21.7% | $3,986-5.1% | $4,291-11.8% |
| Admin fee / account holder | $4,629 | $1,922+140.8% | $6,853-32.5% | $1,588+191.4% |