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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 | $65,548 | $79,209-17.2% | $102,434-36.0% | $74,459-12.0% |
| Participation rate | 65.6% | 74.8%-9.1pp | 76.5%-10.9pp | 67.2%-1.6pp |
| Annual return | 12.15% | 54.98%-42.8pp | 29.46%-17.3pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $1,812 | $2,362-23.3% | $3,023-40.0% | $2,626-31.0% |
| Participant deferral / active EE | $3,675 | $4,417-16.8% | $5,055-27.3% | $4,350-15.5% |
| Admin fee / account holder | $16,797 | $2,002+739.1% | $9,462+77.5% | $1,945+763.7% |