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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 | $42,628 | $52,507-18.8% | $129,406-67.1% | $74,478-42.8% |
| Participation rate | 52.6% | 53.9%-1.3pp | 69.6%-17.0pp | 67.2%-14.6pp |
| Annual return | 12.31% | 15.64%-3.3pp | 9468.18%-9455.9pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,680 | $1,534+9.5% | $4,155-59.6% | $2,626-36.0% |
| Participant deferral / active EE | $2,888 | $2,801+3.1% | $4,167-30.7% | $4,350-33.6% |
| Admin fee / account holder | $3,299 | $2,639+25.0% | $7,689-57.1% | $1,946+69.6% |