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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 | $42,168 | $62,146-32.1% | $81,438-48.2% | $74,546-43.4% |
| Participation rate | 63.9% | 64.1%-0.2pp | 69.5%-5.6pp | 67.2%-3.3pp |
| Annual return | 38.61% | 16.49%+22.1pp | 24.74%+13.9pp | 1366.03%-1327.4pp |
| Employer contribution / active EE | $1,675 | $1,883-11.0% | $2,460-31.9% | $2,624-36.2% |
| Participant deferral / active EE | $3,665 | $3,229+13.5% | $3,883-5.6% | $4,347-15.7% |
| Admin fee / account holder | $4,681 | $1,922+143.6% | $5,764-18.8% | $1,944+140.9% |