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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 | $88,117-23.5% | $164,928-59.1% | $74,400-9.4% |
| Participation rate | 50.0% | 73.1%-23.1pp | 78.6%-28.6pp | 67.2%-17.2pp |
| Annual return | 18.62% | 17.27%+1.3pp | 70.08%-51.5pp | 1367.51%-1348.9pp |
| Employer contribution / active EE | $1,700 | $2,596-34.5% | $4,343-60.9% | $2,624-35.2% |
| Participant deferral / active EE | $2,794 | $4,501-37.9% | $6,034-53.7% | $4,348-35.7% |
| Admin fee / account holder | $15,311 | $2,230+586.6% | $12,684+20.7% | $1,944+687.7% |