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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 | $39,295 | $54,729-28.2% | $86,235-54.4% | $71,529-45.1% |
| Participation rate | 57.3% | 60.1%-2.8pp | 69.0%-11.6pp | 67.9%-10.6pp |
| Annual return | 16.33% | 20.07%-3.7pp | 1170.03%-1153.7pp | 28.97%-12.6pp |
| Employer contribution / active EE | $419 | $1,267-66.9% | $2,381-82.4% | $2,590-83.8% |
| Participant deferral / active EE | $3,030 | $3,110-2.6% | $3,987-24.0% | $4,291-29.4% |
| Admin fee / account holder | $2,060 | $1,921+7.2% | $6,856-70.0% | $1,588+29.7% |