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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 | $57,879 | $61,125-5.3% | $94,057-38.5% | $87,485-33.8% |
| Participation rate | 43.6% | 64.1%-20.4pp | 73.3%-29.7pp | 68.9%-25.3pp |
| Annual return | 14.35% | 35.20%-20.8pp | 480.62%-466.3pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,956 | $2,136-8.4% | $2,933-33.3% | $2,596-24.7% |
| Participant deferral / active EE | $2,844 | $3,260-12.8% | $4,709-39.6% | $4,274-33.5% |
| Admin fee / account holder | $3,999 | $5,629-29.0% | $7,244-44.8% | $7,775-48.6% |