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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 | $55,423-9.2% | $155,602-67.7% | $74,400-32.4% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.2pp | 67.2%-19.3pp |
| Annual return | 14.78% | 269.07%-254.3pp | 64.81%-50.0pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $1,362 | $2,266-39.9% | $4,675-70.9% | $2,624-48.1% |
| Participant deferral / active EE | $2,513 | $2,835-11.3% | $5,629-55.3% | $4,348-42.2% |
| Admin fee / account holder | $2,695 | $1,744+54.5% | $15,923-83.1% | $1,944+38.6% |