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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 | $60,157 | $78,607-23.5% | $105,624-43.0% | $74,478-19.2% |
| Participation rate | 47.8% | 72.8%-25.0pp | 75.3%-27.5pp | 67.2%-19.4pp |
| Annual return | 28.00% | 15.96%+12.0pp | 116.20%-88.2pp | 1370.56%-1342.6pp |
| Employer contribution / active EE | $899 | $2,523-64.4% | $3,168-71.6% | $2,626-65.8% |
| Participant deferral / active EE | $2,139 | $4,325-50.5% | $5,013-57.3% | $4,350-50.8% |
| Admin fee / account holder | $7,150 | $2,220+222.1% | $10,961-34.8% | $1,946+267.4% |