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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 | $66,579 | $78,562-15.3% | $105,608-37.0% | $74,429-10.5% |
| Participation rate | 35.8% | 72.8%-37.0pp | 75.3%-39.5pp | 67.2%-31.4pp |
| Annual return | 16.16% | 15.94%+0.2pp | 116.50%-100.3pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $1,852 | $2,521-26.5% | $3,167-41.5% | $2,625-29.4% |
| Participant deferral / active EE | $3,051 | $4,321-29.4% | $5,010-39.1% | $4,348-29.8% |
| Admin fee / account holder | $6,488 | $2,217+192.7% | $11,028-41.2% | $1,944+233.7% |