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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 | $60,393-23.6% | $81,820-43.6% | $74,429-38.0% |
| Participation rate | 43.8% | 62.9%-19.1pp | 72.4%-28.6pp | 67.2%-23.5pp |
| Annual return | 15.86% | 16.89%-1.0pp | 777.93%-762.1pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $1,009 | $2,626-61.6% | $2,915-65.4% | $2,625-61.6% |
| Participant deferral / active EE | $3,123 | $3,397-8.1% | $4,323-27.7% | $4,348-28.2% |
| Admin fee / account holder | $2,139 | $1,491+43.5% | $7,391-71.1% | $1,944+10.0% |