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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 | $37,161 | $58,312-36.3% | $86,656-57.1% | $71,529-48.0% |
| Participation rate | 68.5% | 65.0%+3.4pp | 71.7%-3.2pp | 67.9%+0.5pp |
| Annual return | 13.78% | 24.08%-10.3pp | 593.09%-579.3pp | 28.97%-15.2pp |
| Employer contribution / active EE | $475 | $2,576-81.5% | $3,025-84.3% | $2,590-81.6% |
| Participant deferral / active EE | $3,206 | $3,439-6.8% | $4,439-27.8% | $4,291-25.3% |
| Admin fee / account holder | $5,056 | $1,057+378.3% | $5,619-10.0% | $1,588+218.3% |