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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 | $78,562-20.7% | $105,608-41.0% | $74,429-16.3% |
| Participation rate | 63.0% | 72.8%-9.8pp | 75.3%-12.3pp | 67.2%-4.2pp |
| Annual return | 18.07% | 15.94%+2.1pp | 116.50%-98.4pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $1,465 | $2,521-41.9% | $3,167-53.7% | $2,625-44.2% |
| Participant deferral / active EE | $2,609 | $4,321-39.6% | $5,010-47.9% | $4,348-40.0% |
| Admin fee / account holder | $5,137 | $2,217+131.8% | $11,028-53.4% | $1,944+164.2% |