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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 | $88,203-22.4% | $165,100-58.6% | $74,478-8.1% |
| Participation rate | 55.2% | 73.1%-17.9pp | 78.6%-23.4pp | 67.2%-12.0pp |
| Annual return | 14.21% | 17.13%-2.9pp | 70.21%-56.0pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $1,227 | $2,601-52.8% | $4,348-71.8% | $2,626-53.3% |
| Participant deferral / active EE | $3,805 | $4,505-15.5% | $6,035-37.0% | $4,350-12.5% |
| Admin fee / account holder | $3,991 | $2,235+78.6% | $12,696-68.6% | $1,946+105.1% |