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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 | $50,517 | $92,224-45.2% | $105,223-52.0% | $79,634-36.6% |
| Participation rate | 35.6% | 69.2%-33.6pp | 75.0%-39.5pp | 62.5%-26.9pp |
| Annual return | 20.55% | 88.65%-68.1pp | 180.65%-160.1pp | 36.46%-15.9pp |
| Employer contribution / active EE | $1,055 | $3,965-73.4% | $3,689-71.4% | $2,529-58.3% |
| Participant deferral / active EE | $2,353 | $3,834-38.6% | $5,072-53.6% | $3,835-38.6% |
| Admin fee / account holder | $4,299 | $1,121+283.6% | $8,859-51.5% | $1,002+329.1% |