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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 | $139,095 | $78,562+77.1% | $105,608+31.7% | $74,429+86.9% |
| Participation rate | 66.1% | 72.8%-6.7pp | 75.3%-9.2pp | 67.2%-1.1pp |
| Annual return | 14.74% | 15.94%-1.2pp | 116.50%-101.8pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $839 | $2,521-66.7% | $3,167-73.5% | $2,625-68.0% |
| Participant deferral / active EE | $2,549 | $4,321-41.0% | $5,010-49.1% | $4,348-41.4% |
| Admin fee / account holder | $43,548 | $2,217+1864.5% | $11,028+294.9% | $1,944+2139.8% |