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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 | $46,639 | $79,209-41.1% | $102,434-54.5% | $74,459-37.4% |
| Participation rate | 62.7% | 74.8%-12.1pp | 76.5%-13.8pp | 67.2%-4.6pp |
| Annual return | 14.68% | 54.98%-40.3pp | 29.46%-14.8pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $1,743 | $2,362-26.2% | $3,023-42.4% | $2,626-33.6% |
| Participant deferral / active EE | $3,558 | $4,417-19.4% | $5,055-29.6% | $4,350-18.2% |
| Admin fee / account holder | $844 | $2,002-57.8% | $9,462-91.1% | $1,945-56.6% |