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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 | $50,522 | $88,087-42.6% | $164,866-69.4% | $74,546-32.2% |
| Participation rate | 61.8% | 73.1%-11.3pp | 78.6%-16.8pp | 67.2%-5.4pp |
| Annual return | 19.44% | 17.27%+2.2pp | 69.97%-50.5pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $1,503 | $2,595-42.1% | $4,343-65.4% | $2,624-42.7% |
| Participant deferral / active EE | $2,475 | $4,499-45.0% | $6,033-59.0% | $4,347-43.1% |
| Admin fee / account holder | $716 | $2,232-67.9% | $12,689-94.4% | $1,944-63.2% |