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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 | $72,945 | $69,477+5.0% | $94,679-23.0% | $71,495+2.0% |
| Participation rate | 53.4% | 78.4%-25.0pp | 80.8%-27.4pp | 67.9%-14.5pp |
| Annual return | 16.90% | 29.66%-12.8pp | 156.75%-139.8pp | 28.85%-11.9pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,191 | $7,345-29.3% | $7,417-30.0% | $4,291+21.0% |
| Admin fee / account holder | $28,778 | $1,210+2279.1% | $7,233+297.9% | $1,588+1712.5% |