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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 | $77,953 | $79,223-1.6% | $102,460-23.9% | $74,478+4.7% |
| Participation rate | 53.6% | 74.8%-21.2pp | 76.5%-22.9pp | 67.2%-13.7pp |
| Annual return | 39.98% | 54.98%-15.0pp | 29.47%+10.5pp | 1370.56%-1330.6pp |
| Employer contribution / active EE | $1,886 | $2,363-20.2% | $3,025-37.7% | $2,626-28.2% |
| Participant deferral / active EE | $3,032 | $4,417-31.4% | $5,056-40.0% | $4,350-30.3% |
| Admin fee / account holder | $3,706 | $2,003+85.0% | $9,460-60.8% | $1,946+90.5% |