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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 | $77,788-19.2% | $119,126-47.2% | $64,728-2.9% |
| Participation rate | 23.2% | 69.4%-46.2pp | 75.8%-52.6pp | 57.9%-34.7pp |
| Annual return | 15.07% | 13.19%+1.9pp | 282.11%-267.0pp | 49.38%-34.3pp |
| Employer contribution / active EE | $833 | $4,031-79.3% | $4,034-79.4% | $2,243-62.9% |
| Participant deferral / active EE | $1,995 | $2,599-23.2% | $5,318-62.5% | $2,729-26.9% |
| Admin fee / account holder | $9,936 | $1,365+627.8% | $10,693-7.1% | $1,145+767.7% |