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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 | $62,679 | $79,223-20.9% | $102,460-38.8% | $74,478-15.8% |
| Participation rate | 57.2% | 74.8%-17.5pp | 76.5%-19.3pp | 67.2%-10.0pp |
| Annual return | 23.00% | 54.98%-32.0pp | 29.47%-6.5pp | 1370.56%-1347.6pp |
| Employer contribution / active EE | $1,254 | $2,363-46.9% | $3,025-58.5% | $2,626-52.2% |
| Participant deferral / active EE | $2,992 | $4,417-32.3% | $5,056-40.8% | $4,350-31.2% |
| Admin fee / account holder | $7,481 | $2,003+273.5% | $9,460-20.9% | $1,946+284.5% |