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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 | $58,468 | $79,181-26.2% | $102,423-42.9% | $74,429-21.4% |
| Participation rate | 61.3% | 74.8%-13.5pp | 76.5%-15.3pp | 67.2%-6.0pp |
| Annual return | 19.14% | 54.97%-35.8pp | 29.42%-10.3pp | 1368.38%-1349.2pp |
| Employer contribution / active EE | $1,477 | $2,362-37.5% | $3,023-51.2% | $2,625-43.7% |
| Participant deferral / active EE | $4,761 | $4,416+7.8% | $5,054-5.8% | $4,348+9.5% |
| Admin fee / account holder | $10,378 | $2,002+418.5% | $9,455+9.8% | $1,944+433.8% |