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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 | $64,501-32.2% | $108,753-59.8% | $65,306-33.0% |
| Participation rate | 63.4% | 50.8%+12.6pp | 71.1%-7.6pp | 57.7%+5.8pp |
| Annual return | 46.23% | 21.09%+25.1pp | 37.47%+8.8pp | 21.94%+24.3pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $6,685 | $2,401+178.4% | $4,115+62.5% | $2,959+125.9% |
| Admin fee / account holder | $2,897 | $4,971-41.7% | $10,320-71.9% | $3,480-16.7% |