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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 | $42,096 | $73,532-42.8% | $178,505-76.4% | $74,478-43.5% |
| Participation rate | 44.4% | 66.6%-22.2pp | 77.1%-32.7pp | 67.2%-22.9pp |
| Annual return | 12.62% | 17.49%-4.9pp | 27.16%-14.5pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,804 | $4,519-60.1% | $6,280-71.3% | $4,350-58.5% |
| Admin fee / account holder | $1,092 | $1,813-39.8% | $10,428-89.5% | $1,946-43.9% |