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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 | $52,098 | $73,638-29.3% | $95,964-45.7% | $73,497-29.1% |
| Participation rate | 65.8% | 76.2%-10.4pp | 77.1%-11.3pp | 70.7%-4.9pp |
| Annual return | 14.51% | 16.78%-2.3pp | 91.64%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,750 | $3,617-51.6% | $4,167-58.0% | $3,740-53.2% |
| Admin fee / account holder | $3,812 | $482+690.7% | $6,797-43.9% | $513+642.9% |