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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 | $37,505 | $79,045-52.6% | $100,378-62.6% | $74,429-49.6% |
| Participation rate | 61.8% | 79.4%-17.6pp | 81.5%-19.7pp | 67.2%-5.4pp |
| Annual return | 14.70% | 20.61%-5.9pp | 49.41%-34.7pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,526 | $3,015-49.4% | $3,942-61.3% | $2,625-41.9% |
| Participant deferral / active EE | $3,982 | $7,751-48.6% | $8,087-50.8% | $4,348-8.4% |
| Admin fee / account holder | $3,739 | $1,335+180.1% | $7,899-52.7% | $1,944+92.3% |