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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 | $50,326 | $55,472-9.3% | $155,567-67.6% | $74,546-32.5% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.2pp | 67.2%-19.3pp |
| Annual return | 14.78% | 268.72%-253.9pp | 64.74%-50.0pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $1,362 | $2,269-40.0% | $4,674-70.9% | $2,624-48.1% |
| Participant deferral / active EE | $2,513 | $2,838-11.4% | $5,628-55.3% | $4,347-42.2% |
| Admin fee / account holder | $2,695 | $1,743+54.6% | $15,916-83.1% | $1,944+38.6% |