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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 | $68,413 | $88,137-22.4% | $164,975-58.5% | $74,429-8.1% |
| Participation rate | 55.2% | 73.1%-17.9pp | 78.6%-23.4pp | 67.2%-12.0pp |
| Annual return | 14.21% | 17.13%-2.9pp | 70.12%-55.9pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $1,227 | $2,597-52.8% | $4,343-71.7% | $2,625-53.2% |
| Participant deferral / active EE | $3,805 | $4,501-15.5% | $6,033-36.9% | $4,348-12.5% |
| Admin fee / account holder | $3,991 | $2,231+78.8% | $12,688-68.5% | $1,944+105.3% |