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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 | $36,605 | $79,223-53.8% | $102,460-64.3% | $74,478-50.9% |
| Participation rate | 63.4% | 74.8%-11.3pp | 76.5%-13.1pp | 67.2%-3.8pp |
| Annual return | 18.16% | 54.98%-36.8pp | 29.47%-11.3pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $2,011 | $2,363-14.9% | $3,025-33.5% | $2,626-23.4% |
| Participant deferral / active EE | $3,740 | $4,417-15.3% | $5,056-26.0% | $4,350-14.0% |
| Admin fee / account holder | $586 | $2,003-70.8% | $9,460-93.8% | $1,946-69.9% |