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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 | $48,433 | $99,957-51.5% | $149,730-67.7% | $73,493-34.1% |
| Participation rate | 57.8% | 75.7%-17.9pp | 82.5%-24.7pp | 70.7%-12.9pp |
| Annual return | 13.92% | 53.87%-40.0pp | 276.70%-262.8pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,879 | $3,191-41.1% | $4,645-59.5% | $2,270-17.2% |
| Participant deferral / active EE | $3,177 | $6,073-47.7% | $6,843-53.6% | $3,740-15.0% |
| Admin fee / account holder | $8,949 | $551+1525.0% | $9,310-3.9% | $513+1644.1% |