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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 | $42,087 | $45,126-6.7% | $85,187-50.6% | $74,459-43.5% |
| Participation rate | 66.0% | 49.4%+16.6pp | 67.5%-1.6pp | 67.2%-1.3pp |
| Annual return | 15.94% | 26.30%-10.4pp | 66.67%-50.7pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $2,496 | $1,460+71.0% | $2,732-8.6% | $2,626-4.9% |
| Participant deferral / active EE | $3,694 | $2,738+34.9% | $4,525-18.4% | $4,350-15.1% |
| Admin fee / account holder | $15,057 | $2,212+580.8% | $6,162+144.4% | $1,945+674.2% |