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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 | $48,463 | $78,562-38.3% | $105,608-54.1% | $74,429-34.9% |
| Participation rate | 63.5% | 72.8%-9.3pp | 75.3%-11.8pp | 67.2%-3.7pp |
| Annual return | 54.12% | 15.94%+38.2pp | 116.50%-62.4pp | 1368.38%-1314.3pp |
| Employer contribution / active EE | $1,908 | $2,521-24.3% | $3,167-39.8% | $2,625-27.3% |
| Participant deferral / active EE | $4,217 | $4,321-2.4% | $5,010-15.8% | $4,348-3.0% |
| Admin fee / account holder | $2,842 | $2,217+28.2% | $11,028-74.2% | $1,944+46.1% |