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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 | $55,437-9.2% | $155,534-67.6% | $74,459-32.4% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.3pp | 67.2%-19.3pp |
| Annual return | 14.78% | 269.58%-254.8pp | 64.92%-50.1pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $1,362 | $2,266-39.9% | $4,675-70.9% | $2,626-48.1% |
| Participant deferral / active EE | $2,513 | $2,837-11.4% | $5,630-55.4% | $4,350-42.2% |
| Admin fee / account holder | $2,695 | $1,742+54.7% | $15,900-83.1% | $1,945+38.6% |