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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 | $62,273 | $78,607-20.8% | $105,624-41.0% | $74,478-16.4% |
| Participation rate | 63.0% | 72.8%-9.8pp | 75.3%-12.3pp | 67.2%-4.2pp |
| Annual return | 18.07% | 15.96%+2.1pp | 116.20%-98.1pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $1,465 | $2,523-41.9% | $3,168-53.7% | $2,626-44.2% |
| Participant deferral / active EE | $2,609 | $4,325-39.7% | $5,013-48.0% | $4,350-40.0% |
| Admin fee / account holder | $5,137 | $2,220+131.4% | $10,961-53.1% | $1,946+164.0% |