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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 | $55,145 | $130,294-57.7% | $170,028-67.6% | $71,495-22.9% |
| Participation rate | 66.2% | 86.2%-20.0pp | 87.0%-20.8pp | 67.9%-1.8pp |
| Annual return | 22.15% | 20.36%+1.8pp | 53.39%-31.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $3,366 | $4,385-23.2% | $6,788-50.4% | $2,589+30.0% |
| Participant deferral / active EE | $6,460 | $6,928-6.7% | $10,409-37.9% | $4,291+50.6% |
| Admin fee / account holder | $17,356 | $966+1696.1% | $12,820+35.4% | $1,588+993.1% |