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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 | $46,352 | $101,591-54.4% | $147,096-68.5% | $74,429-37.7% |
| Participation rate | 48.0% | 75.5%-27.6pp | 82.2%-34.2pp | 67.2%-19.2pp |
| Annual return | 13.49% | 8746.45%-8733.0pp | 419.75%-406.3pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $1,915 | $3,813-49.8% | $4,936-61.2% | $2,625-27.0% |
| Participant deferral / active EE | $4,609 | $7,302-36.9% | $8,071-42.9% | $4,348+6.0% |
| Admin fee / account holder | $4,869 | $1,750+178.2% | $13,005-62.6% | $1,944+150.4% |