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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 | $41,324 | $73,532-43.8% | $178,505-76.9% | $74,478-44.5% |
| Participation rate | 57.1% | 66.6%-9.5pp | 77.1%-20.0pp | 67.2%-10.1pp |
| Annual return | 15.78% | 17.49%-1.7pp | 27.16%-11.4pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,796 | $2,221-19.1% | $3,955-54.6% | $2,626-31.6% |
| Participant deferral / active EE | $3,849 | $4,519-14.8% | $6,280-38.7% | $4,350-11.5% |
| Admin fee / account holder | $2,823 | $1,813+55.8% | $10,428-72.9% | $1,946+45.1% |