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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 | $58,290 | $47,105+23.7% | $68,368-14.7% | $67,986-14.3% |
| Participation rate | 44.7% | 51.8%-7.1pp | 73.8%-29.1pp | 57.2%-12.5pp |
| Annual return | 20.32% | 48.37%-28.1pp | 292.57%-272.3pp | 31.67%-11.3pp |
| Employer contribution / active EE | $668 | $1,859-64.0% | $2,649-74.8% | $2,019-66.9% |
| Participant deferral / active EE | $2,528 | $2,374+6.5% | $4,123-38.7% | $3,358-24.7% |
| Admin fee / account holder | $9,828 | $2,435+303.6% | $5,150+90.9% | $3,203+206.8% |