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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 | $27,277 | $51,649-47.2% | $124,206-78.0% | $64,097-57.4% |
| Participation rate | 44.5% | 45.2%-0.7pp | 69.6%-25.1pp | 55.2%-10.7pp |
| Annual return | 30.53% | 19.98%+10.5pp | 515.27%-484.7pp | 34.64%-4.1pp |
| Employer contribution / active EE | $1,167 | $1,057+10.4% | $3,540-67.0% | $1,891-38.3% |
| Participant deferral / active EE | $1,965 | $2,165-9.2% | $3,968-50.5% | $3,080-36.2% |
| Admin fee / account holder | $3,794 | $4,237-10.5% | $5,929-36.0% | $3,454+9.8% |