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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 | $43,729 | $63,456-31.1% | $100,712-56.6% | $64,097-31.8% |
| Participation rate | 63.4% | 49.7%+13.8pp | 69.3%-5.8pp | 55.2%+8.3pp |
| Annual return | 46.23% | 19.65%+26.6pp | 33.27%+13.0pp | 34.64%+11.6pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $6,685 | $2,463+171.4% | $4,085+63.6% | $3,080+117.0% |
| Admin fee / account holder | $2,897 | $4,808-39.7% | $9,256-68.7% | $3,454-16.1% |