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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 | $65,246-33.0% | $98,716-55.7% | $67,986-35.7% |
| Participation rate | 63.4% | 51.4%+12.0pp | 69.3%-5.8pp | 57.2%+6.2pp |
| Annual return | 46.23% | 20.58%+25.6pp | 31.81%+14.4pp | 31.67%+14.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,685 | $2,594+157.7% | $4,048+65.1% | $3,358+99.1% |
| Admin fee / account holder | $2,897 | $4,561-36.5% | $8,703-66.7% | $3,203-9.6% |