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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 | $59,595 | $102,385-41.8% | $147,080-59.5% | $80,935-26.4% |
| Participation rate | 48.9% | 75.9%-27.0pp | 82.2%-33.3pp | 67.7%-18.8pp |
| Annual return | 32.55% | 135.09%-102.5pp | 420.17%-387.6pp | 35.66%-3.1pp |
| Employer contribution / active EE | $1,665 | $3,717-55.2% | $4,933-66.3% | $2,757-39.6% |
| Participant deferral / active EE | $3,074 | $6,651-53.8% | $8,066-61.9% | $4,299-28.5% |
| Admin fee / account holder | $12,636 | $7,951+58.9% | $12,989-2.7% | $6,924+82.5% |