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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 | $78,607-45.7% | $105,624-59.6% | $74,478-42.7% |
| Participation rate | 60.3% | 72.8%-12.5pp | 75.3%-15.0pp | 67.2%-6.9pp |
| Annual return | 37.67% | 15.96%+21.7pp | 116.20%-78.5pp | 1370.56%-1332.9pp |
| Employer contribution / active EE | $3,296 | $2,523+30.6% | $3,168+4.0% | $2,626+25.5% |
| Participant deferral / active EE | $8,245 | $4,325+90.6% | $5,013+64.5% | $4,350+89.5% |
| Admin fee / account holder | $623 | $2,220-71.9% | $10,961-94.3% | $1,946-68.0% |