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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 | $79,181-20.8% | $102,423-38.8% | $74,429-15.8% |
| Participation rate | 57.2% | 74.8%-17.5pp | 76.5%-19.3pp | 67.2%-10.0pp |
| Annual return | 23.00% | 54.97%-32.0pp | 29.42%-6.4pp | 1368.38%-1345.4pp |
| Employer contribution / active EE | $1,254 | $2,362-46.9% | $3,023-58.5% | $2,625-52.2% |
| Participant deferral / active EE | $2,992 | $4,416-32.3% | $5,054-40.8% | $4,348-31.2% |
| Admin fee / account holder | $7,481 | $2,002+273.7% | $9,455-20.9% | $1,944+284.7% |