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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 | $42,150 | $60,504-30.3% | $81,882-48.5% | $74,478-43.4% |
| Participation rate | 69.0% | 62.9%+6.0pp | 72.4%-3.4pp | 67.2%+1.7pp |
| Annual return | 12.84% | 16.91%-4.1pp | 779.47%-766.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $1,472 | $2,627-44.0% | $2,916-49.5% | $2,626-44.0% |
| Participant deferral / active EE | $1,895 | $3,400-44.3% | $4,323-56.2% | $4,350-56.4% |
| Admin fee / account holder | $2,733 | $1,492+83.2% | $7,360-62.9% | $1,946+40.5% |