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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 | $40,920 | $55,470-26.2% | $155,556-73.7% | $74,478-45.1% |
| Participation rate | 57.5% | 61.9%-4.4pp | 78.2%-20.8pp | 67.2%-9.8pp |
| Annual return | 18.34% | 269.80%-251.5pp | 64.84%-46.5pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $2,522 | $2,267+11.2% | $4,675-46.1% | $2,626-4.0% |
| Participant deferral / active EE | $6,441 | $2,838+127.0% | $5,631+14.4% | $4,350+48.1% |
| Admin fee / account holder | $1,755 | $1,744+0.6% | $15,885-89.0% | $1,946-9.8% |