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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 | $95,711 | $64,728+47.9% | $151,266-36.7% | $64,728+47.9% |
| Participation rate | 42.0% | 57.9%-15.9pp | 77.0%-35.0pp | 57.9%-15.9pp |
| Annual return | 49.81% | 49.38%+0.4pp | 180.60%-130.8pp | 49.38%+0.4pp |
| Employer contribution / active EE | $812 | $2,243-63.8% | $4,237-80.8% | $2,243-63.8% |
| Participant deferral / active EE | $2,052 | $2,729-24.8% | $7,337-72.0% | $2,729-24.8% |
| Admin fee / account holder | $13,014 | $1,145+1036.5% | $13,159-1.1% | $1,145+1036.5% |