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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 | $39,992 | $68,398-41.5% | $94,664-57.8% | $75,173-46.8% |
| Participation rate | 66.7% | 76.1%-9.4pp | 80.8%-14.2pp | 67.2%-0.5pp |
| Annual return | 25.45% | 616.72%-591.3pp | 156.84%-131.4pp | 160.72%-135.3pp |
| Employer contribution / active EE | $2,363 | $2,701-12.5% | $3,673-35.7% | $2,671-11.5% |
| Participant deferral / active EE | $10,743 | $6,537+64.4% | $7,417+44.8% | $4,126+160.4% |
| Admin fee / account holder | $5,360 | $5,324+0.7% | $7,222-25.8% | $5,651-5.1% |