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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 | $45,299 | $101,499-55.4% | $147,005-69.2% | $74,546-39.2% |
| Participation rate | 51.4% | 75.5%-24.2pp | 82.2%-30.8pp | 67.2%-15.8pp |
| Annual return | 20.48% | 8732.34%-8711.9pp | 418.76%-398.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $4,266 | $3,811+11.9% | $4,934-13.5% | $2,624+62.6% |
| Participant deferral / active EE | $5,769 | $7,304-21.0% | $8,070-28.5% | $4,347+32.7% |
| Admin fee / account holder | $7,926 | $1,748+353.5% | $13,006-39.1% | $1,944+307.8% |