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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 | $47,017 | $51,638-8.9% | $129,406-63.7% | $80,959-41.9% |
| Participation rate | 66.3% | 56.9%+9.4pp | 69.6%-3.3pp | 67.7%-1.4pp |
| Annual return | 16.09% | 20.78%-4.7pp | 9468.18%-9452.1pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,224 | $1,584-22.7% | $4,155-70.5% | $2,757-55.6% |
| Participant deferral / active EE | $1,948 | $2,670-27.0% | $4,167-53.3% | $4,300-54.7% |
| Admin fee / account holder | $13,766 | $4,313+219.2% | $7,689+79.0% | $6,925+98.8% |