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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 | $42,699 | $78,483-45.6% | $106,201-59.8% | $74,546-42.7% |
| Participation rate | 60.3% | 72.8%-12.5pp | 75.3%-15.0pp | 67.2%-6.9pp |
| Annual return | 37.67% | 15.94%+21.7pp | 116.26%-78.6pp | 1366.03%-1328.4pp |
| Employer contribution / active EE | $3,296 | $2,522+30.7% | $3,170+4.0% | $2,624+25.6% |
| Participant deferral / active EE | $8,245 | $4,320+90.8% | $5,012+64.5% | $4,347+89.6% |
| Admin fee / account holder | $623 | $2,236-72.1% | $11,039-94.4% | $1,944-67.9% |