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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 | $25,546 | $41,151-37.9% | $80,648-68.3% | $71,529-64.3% |
| Participation rate | 29.9% | 50.2%-20.4pp | 67.0%-37.1pp | 67.9%-38.1pp |
| Annual return | 43.47% | 38.49%+5.0pp | 937.21%-893.7pp | 28.97%+14.5pp |
| Employer contribution / active EE | $1,703 | $1,513+12.5% | $2,724-37.5% | $2,590-34.3% |
| Participant deferral / active EE | $4,335 | $2,700+60.5% | $4,443-2.4% | $4,291+1.0% |
| Admin fee / account holder | $3,359 | $1,842+82.3% | $5,382-37.6% | $1,588+111.5% |