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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 | $44,051 | $24,891+77.0% | $69,632-36.7% | $74,478-40.9% |
| Participation rate | 44.2% | 63.4%-19.2pp | 66.4%-22.2pp | 67.2%-23.0pp |
| Annual return | 12.58% | 18.53%-6.0pp | 101.32%-88.7pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $997 | $1,005-0.8% | $1,708-41.6% | $2,626-62.0% |
| Participant deferral / active EE | $1,895 | $1,908-0.7% | $2,889-34.4% | $4,350-56.4% |
| Admin fee / account holder | $7,140 | $1,904+274.9% | $4,695+52.1% | $1,946+266.9% |