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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 | $36,388 | $24,811+46.7% | $69,701-47.8% | $74,546-51.2% |
| Participation rate | 55.6% | 63.5%-7.9pp | 66.4%-10.9pp | 67.2%-11.7pp |
| Annual return | 14.45% | 18.53%-4.1pp | 100.32%-85.9pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $1,186 | $1,003+18.3% | $1,713-30.8% | $2,624-54.8% |
| Participant deferral / active EE | $2,653 | $1,904+39.3% | $2,887-8.1% | $4,347-39.0% |
| Admin fee / account holder | $970 | $1,898-48.9% | $4,717-79.4% | $1,944-50.1% |