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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 | $104,829-8.7% | $142,942-33.0% | $79,634+20.2% |
| Participation rate | 42.0% | 66.2%-24.2pp | 76.8%-34.9pp | 62.5%-20.5pp |
| Annual return | 49.81% | 15.48%+34.3pp | 113.70%-63.9pp | 36.46%+13.3pp |
| Employer contribution / active EE | $812 | $3,867-79.0% | $4,139-80.4% | $2,529-67.9% |
| Participant deferral / active EE | $2,052 | $5,222-60.7% | $7,128-71.2% | $3,835-46.5% |
| Admin fee / account holder | $13,014 | $887+1368.0% | $12,475+4.3% | $1,002+1198.9% |