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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 | $46,100 | $86,288-46.6% | $111,306-58.6% | $85,851-46.3% |
| Participation rate | 24.5% | 73.3%-48.9pp | 77.3%-52.9pp | 69.3%-44.9pp |
| Annual return | 19.27% | 19.99%-0.7pp | 54.67%-35.4pp | 318.63%-299.4pp |
| Employer contribution / active EE | $2,019 | $2,044-1.2% | $2,732-26.1% | $2,565-21.3% |
| Participant deferral / active EE | $2,966 | $3,641-18.5% | $4,488-33.9% | $3,952-25.0% |
| Admin fee / account holder | $2,375 | $8,189-71.0% | $7,966-70.2% | $6,261-62.1% |