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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 | $40,212 | $55,470-27.5% | $155,556-74.1% | $74,478-46.0% |
| Participation rate | 48.1% | 61.9%-13.8pp | 78.2%-30.1pp | 67.2%-19.1pp |
| Annual return | 12.06% | 269.80%-257.7pp | 64.84%-52.8pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $536 | $2,267-76.3% | $4,675-88.5% | $2,626-79.6% |
| Participant deferral / active EE | $1,626 | $2,838-42.7% | $5,631-71.1% | $4,350-62.6% |
| Admin fee / account holder | $12,074 | $1,744+592.2% | $15,885-24.0% | $1,946+520.5% |