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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 | $51,604-8.9% | $129,295-63.6% | $80,874-41.9% |
| Participation rate | 66.3% | 57.0%+9.3pp | 69.6%-3.3pp | 67.6%-1.3pp |
| Annual return | 16.09% | 20.76%-4.7pp | 9429.28%-9413.2pp | 35.62%-19.5pp |
| Employer contribution / active EE | $1,224 | $1,585-22.8% | $4,157-70.6% | $2,756-55.6% |
| Participant deferral / active EE | $1,948 | $2,670-27.1% | $4,169-53.3% | $4,297-54.7% |
| Admin fee / account holder | $13,766 | $4,310+219.4% | $7,665+79.6% | $6,935+98.5% |