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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 | $69,511+4.9% | $94,664-22.9% | $71,511+2.0% |
| Participation rate | 53.4% | 78.4%-25.0pp | 80.8%-27.4pp | 67.9%-14.5pp |
| Annual return | 16.90% | 29.67%-12.8pp | 156.84%-139.9pp | 28.86%-12.0pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,191 | $7,348-29.4% | $7,417-30.0% | $4,291+21.0% |
| Admin fee / account holder | $28,778 | $1,211+2276.8% | $7,222+298.5% | $1,588+1711.7% |