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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 | $46,158 | $60,504-23.7% | $81,882-43.6% | $74,478-38.0% |
| Participation rate | 43.8% | 62.9%-19.2pp | 72.4%-28.6pp | 67.2%-23.5pp |
| Annual return | 15.86% | 16.91%-1.1pp | 779.47%-763.6pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $1,009 | $2,627-61.6% | $2,916-65.4% | $2,626-61.6% |
| Participant deferral / active EE | $3,123 | $3,400-8.1% | $4,323-27.8% | $4,350-28.2% |
| Admin fee / account holder | $2,139 | $1,492+43.4% | $7,360-70.9% | $1,946+9.9% |