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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 | $77,788-35.1% | $119,126-57.6% | $64,728-22.0% |
| Participation rate | 35.6% | 69.4%-33.8pp | 75.8%-40.2pp | 57.9%-22.3pp |
| Annual return | 20.55% | 13.19%+7.4pp | 282.11%-261.6pp | 49.38%-28.8pp |
| Employer contribution / active EE | $1,055 | $4,031-73.8% | $4,034-73.9% | $2,243-53.0% |
| Participant deferral / active EE | $2,353 | $2,599-9.5% | $5,318-55.8% | $2,729-13.8% |
| Admin fee / account holder | $4,299 | $1,365+214.9% | $10,693-59.8% | $1,145+275.4% |