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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 | $72,850 | $79,045-7.8% | $100,378-27.4% | $74,429-2.1% |
| Participation rate | 60.1% | 79.4%-19.3pp | 81.5%-21.4pp | 67.2%-7.1pp |
| Annual return | 16.78% | 20.61%-3.8pp | 49.41%-32.6pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $2,575 | $3,015-14.6% | $3,942-34.7% | $2,625-1.9% |
| Participant deferral / active EE | $5,002 | $7,751-35.5% | $8,087-38.1% | $4,348+15.0% |
| Admin fee / account holder | $4,066 | $1,335+204.6% | $7,899-48.5% | $1,944+109.1% |