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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 | $49,087 | $79,003-37.9% | $100,398-51.1% | $74,400-34.0% |
| Participation rate | 67.3% | 79.5%-12.2pp | 81.5%-14.2pp | 67.2%+0.1pp |
| Annual return | 44.07% | 20.62%+23.4pp | 49.32%-5.3pp | 1367.51%-1323.4pp |
| Employer contribution / active EE | $3,183 | $3,015+5.6% | $3,946-19.3% | $2,624+21.3% |
| Participant deferral / active EE | $6,623 | $7,752-14.6% | $8,084-18.1% | $4,348+52.3% |
| Admin fee / account holder | $2,582 | $1,331+94.0% | $7,893-67.3% | $1,944+32.9% |