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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 | $45,039 | $62,393-27.8% | $120,580-62.6% | $74,478-39.5% |
| Participation rate | 66.7% | 56.8%+9.9pp | 72.0%-5.3pp | 67.2%-0.6pp |
| Annual return | 13.36% | 18.61%-5.2pp | 107.48%-94.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,712 | $1,845-7.2% | $3,469-50.7% | $2,626-34.8% |
| Participant deferral / active EE | $3,347 | $2,886+16.0% | $4,995-33.0% | $4,350-23.1% |
| Admin fee / account holder | $4,629 | $2,396+93.2% | $9,418-50.8% | $1,946+137.9% |