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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 | $41,471 | $48,432-14.4% | $121,210-65.8% | $71,529-42.0% |
| Participation rate | 56.8% | 54.3%+2.5pp | 69.5%-12.8pp | 67.9%-11.1pp |
| Annual return | 16.07% | 23.28%-7.2pp | 987.41%-971.3pp | 28.97%-12.9pp |
| Employer contribution / active EE | $1,490 | $1,493-0.2% | $4,171-64.3% | $2,590-42.5% |
| Participant deferral / active EE | $2,087 | $2,756-24.3% | $4,084-48.9% | $4,291-51.4% |
| Admin fee / account holder | $16,809 | $1,845+811.2% | $5,647+197.7% | $1,588+958.2% |