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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 | $62,848 | $92,224-31.9% | $105,223-40.3% | $79,634-21.1% |
| Participation rate | 23.2% | 69.2%-46.0pp | 75.0%-51.9pp | 62.5%-39.3pp |
| Annual return | 15.07% | 88.65%-73.6pp | 180.65%-165.6pp | 36.46%-21.4pp |
| Employer contribution / active EE | $833 | $3,965-79.0% | $3,689-77.4% | $2,529-67.1% |
| Participant deferral / active EE | $1,995 | $3,834-48.0% | $5,072-60.7% | $3,835-48.0% |
| Admin fee / account holder | $9,936 | $1,121+786.7% | $8,859+12.2% | $1,002+891.7% |