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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 | $67,395 | $88,203-23.6% | $165,100-59.2% | $74,478-9.5% |
| Participation rate | 50.0% | 73.1%-23.1pp | 78.6%-28.6pp | 67.2%-17.2pp |
| Annual return | 18.62% | 17.13%+1.5pp | 70.21%-51.6pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $1,700 | $2,601-34.6% | $4,348-60.9% | $2,626-35.3% |
| Participant deferral / active EE | $2,794 | $4,505-38.0% | $6,035-53.7% | $4,350-35.8% |
| Admin fee / account holder | $15,311 | $2,235+585.0% | $12,696+20.6% | $1,946+686.8% |