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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 | $47,978 | $78,976-39.2% | $100,383-52.2% | $74,546-35.6% |
| Participation rate | 54.1% | 79.5%-25.4pp | 81.5%-27.4pp | 67.2%-13.2pp |
| Annual return | 15.48% | 20.62%-5.1pp | 49.26%-33.8pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $2,597 | $3,019-14.0% | $3,944-34.1% | $2,624-1.0% |
| Participant deferral / active EE | $4,708 | $7,758-39.3% | $8,086-41.8% | $4,347+8.3% |
| Admin fee / account holder | $1,783 | $1,330+34.1% | $7,900-77.4% | $1,944-8.2% |